Revuloop uses organizations to manage teams, with role-based access and seat-based billing for collaboration.
Organization Structure
What is an Organization?
- Central Hub: Manage all team members and surveys
- Shared Resources: Tokens and surveys
- Unified Billing: Single subscription for the entire team
- Collaborative Platform: Team members can work together
Organization vs Personal Account
- Personal: Individual use, single user, personal billing
- Organization: Team use, multiple users, shared resources
- Migration: Easily move from personal to organization
Team Roles and Permissions
Owner Role
- Full Access: Complete control over organization
- Billing Management: Manage subscriptions and payments
- Member Management: Invite, remove, and change roles
- Settings Control: Organization settings and preferences
- Data Access: View all surveys and analytics
Admin Role
- Team Management: Invite and manage members
- Survey Access: Create, edit, and manage all surveys
- Analytics Access: View all survey analytics
- Organization Management: Manage organization settings
- Limited Billing: Cannot change billing settings
Member Role (Editor Seat)
- Survey Creation: Create and manage own surveys
- Collaboration: Work on surveys they're invited to
- Analytics Access: View analytics for their surveys
- Survey Access: Access surveys they have permissions for
- No Management: Cannot invite or manage other users
Viewer Role
- Read-Only Access: Can view surveys and analytics but not modify
- No Creation: Cannot create or edit surveys
- Report Access: Can view analytics reports and dashboards
- Cost Effective: Lower cost than editor seats
Responder Role
- Response Only: Can only take/respond to surveys
- No Dashboard Access: Cannot view surveys or analytics
- No Creation: Cannot create new surveys
- No Editing: Cannot edit existing surveys
- External Use: Ideal for survey participants and external users
Managing Your Organization
Creating an Organization
- Go to Account Settings
- Click "Create Organization"
- Enter organization name and details
- Choose your billing plan
- Invite team members
Inviting Team Members
- Go to Organization Settings
- Click "Team Members"
- Click "Invite Member"
- Enter email address
- Select role (Admin, Member, or Viewer)
- Send invitation
Managing Invitations
- Pending Invitations: View sent invitations
- Resend Invitations: Resend if not received
- Cancel Invitations: Remove pending invitations
- Role Changes: Modify roles after acceptance
Removing Team Members
- Go to Organization Settings
- Find the team member
- Click "More Options"
- Select "Remove from Organization"
- Confirm removal
Best Practices
Role Assignment
- Use Viewer Seats: For stakeholders who only need to view
- Limit Editor Seats: Give only to active survey creators
- Admin Roles: Assign to trusted team managers
- Regular Reviews: Audit roles and access regularly
Organization Security
- Strong Passwords: Require strong passwords
- Regular Audits: Review team member access
- Offboarding: Remove access when members leave
- Sensitive Data: Use appropriate access controls
Cost Optimization
- Right-Size Seats: Use appropriate seat types
- Remove Inactive Users: Regular user cleanup
- Plan Selection: Choose plan that fits team size
- Monitor Usage: Track seat utilization
Organizations provide powerful team collaboration while maintaining security and cost control through role-based access and seat management.