Manage your team
Invite colleagues as client admins or analysts, change roles, and remove people who leave.
What you will learn
- Invite a teammate
- Change a role
- Give someone a new password
- Remove a user
Step by step
- Open left menu Settings → Team (app.smartsurvafrica.com/settings).
- Press Invite. Fill in Name, Email and the role (Client admin or Analyst (read-only)).
- Temporary password is optional. Leave it empty to let SmartSurv set one, then share the sign-in details safely.
- Press Send invite.
- To change a role, choose a new one in the person’s row.
- If someone forgot their password, press the key button in their row (Set password), press Generate, then Copy and Set password. Give them the new password privately. They are signed out on every device and sign in again with it.
- To remove someone, press Remove and confirm. They can no longer sign in; their past actions stay in the audit log.
What you will see
- Last sign-in for each person.
- “(you)” next to your own row.
- No key button on your own row: change your own password from your name at the top right, Change password.
Check yourself
Pick an answer for each question, then press Check my answers. Nothing is saved or sent.