Managing your team on Conjointly

By uniting members into a team, all team members can enjoy the following benefits and get more value from market research:

• Enhanced security with centralised team authentication settings.
• Licence management for all team members.
• Simplify payment processing by using common payment methods and prepaid balances for all team members.
• Easier tracking of team expenses by viewing the team’s balance and invoices.
• Maintain continuity and efficiency by easily adding or replacing team members.

In the future, we will add more features to teams, such as:

• Sharing experiments and audiences with other team members.

Inviting members to your team

By default, you are the only member of your team. Follow these steps to invite other users to join your team:

1. Go to Manage members.
2. Click on the Invite members button.
3. On the pop-up, enter the email addresses of the users you want to invite to your team, with each address on a separate line.

Please note that each user can only belong to one team, and you can only invite users who are not already members of another team. Once a team member joins your team, they will never be able to leave (but you can disable their access to the team at any time).

Managing team members

Team leaders can manage the full list of team members on the Manage members page. They can assign leader or member roles, activate or deactivate members, inviting new members, and revoke invitations.

Role-based access for leaders and members

This table shows the different levels of access that leaders and members have to manage team, payments, balance, and authentication.

Configuring your team’s authentication settings

The Authentication settings let team leaders configure the following:

• Team domains
• Sign-in method for team members
• Option to enable two-factor authentication for all team members

Specifying team domains

1. Enter the domain names that can be used for your team’s accounts on the Team Domains input field. For example, grannymix.com. By default, the field is blank, allowing any domain names.
2. Click on Update team settings .
3. Enter your password to save and apply the settings.

Once team domains are specified, only users with matching domains can receive invitations, and join the team.

Selecting the sign-in methods for team members

1. Enable your team members to sign in with the listed methods by checking the corresponding boxes.
2. Click on Update team settings .
3. Enter your password to save and apply the settings.

Enabling two-factor authentication for team members

Conjointly highly recommend enabling two-factor authentication(2FA) to strengthen account security:

1. Check the box to enable two-factor authentication for all team members.
2. Click on Update team settings .
3. Enter your password to save and apply the settings.

If 2FA is not currently enabled for your account, you will receive a prompt to enable it.