Who is this article for?
🗣️ All researchers (both admins and users)
⭐ Customers on any User Interviews plan
Choose whether to automatically have User Interviews approve and invite 100% matches to your project's characteristics and screener, or opt to manually review and approve participants for more ownership over who can confirm a spot in your project.
Here’s the difference between manual and automatic approval:
- Manual review (on by default) gives you more control over which participants can participate in your project. You or an edit collaborator can review participants and choose to "Approve & invite" anyone you'd like to confirm a spot. This choice is recommended if you have quotas or balance needs, have short or long answer questions in your screener requiring review, intend to use Double Screening, or need confer with a teammate for approvals.
- Automatic review lets you schedule participants faster, with fewer steps. Participants who are a 100% match to your screener and set characteristics will automatically be able to schedule themselves for your project; no need to review or manually approve and invite particular participants. Please note that you cannot prevent any 100% matches from being approved or take back an approval.