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Lesson
2

Adding New Teammates to Hub

3 mins to complete

Inviting new users to Research Hub is obviously an important step in rolling out the new platform to your team. 

In the second lesson of our Team Building & Coordination with Research Hub course, we’ll walk you through:

  • Who you should consider adding to Hub 
  • How to invite new users to your Hub team
  • How to invite collaborators to specific projects 

📹 Prefer watching to reading? This content is available as both an article and a video. Watch our Customer Success Specialist, Kaylynn, take you through the content in the video below or keep reading to dive in!

Who you should consider adding to Hub 

In short, anyone who regularly talks to customers to collect feedback or generate insights should be added to your Hub team. This can include:

  • User researchers
  • Product managers
  • UX designers
  • Marketers
  • Executives 

In most cases, not everyone on your team needs full researcher access to Research Hub. Hub offers multiple role types to control permissions for different teammates: 

Along with these 3 role types, you can also add people as collaborators to specific projects that are relevant to them, or invite them to sessions to simply observe. We’ll show you how to invite users in these different capacities in the sections below. 

For best results, consider inviting new users in two phases. First, invite a small group of core users who will be doing the most amount of research through Hub—likely your main group of UX researchers or highly active product managers. Once you’ve tested a few research scenarios with this smaller group and incorporated any feedback, then you can start inviting other, less active users. 

How to invite new users to your Hub team

  1. Navigate to your “Team Settings” page, which will automatically open up to the “Members” tab. 
  2. To invite a new member, enter their email address and click "Send Invites," or copy and share an invite link.
  3. When the invited team member verifies their account, you can manage their role and permissions from here. If needed, resend an invite by clicking "Resend.”

How to invite collaborators to specific projects 

In some cases, you may want to give someone access to one project without inviting them to your team permanently (for example, if you're an agency sharing a project with a client). To do so:

  1. Open up the project you want to invite a collaborator to. Note that you can only add external collaborators to an active project. 
  2. Click the collaborators icon at the top right of the project builder.
  3. Enter the collaborator’s email address and choose whether you’d like to give them edit or view permissions. 

How to invite observers to sessions

Inviting teammates to observe sessions is a great way to get your wider team interested and involved in research, as well as collect additional perspectives and insights that you might miss as an individual researcher. To invite teammates to sign up to observe sessions:

  1. From your active project, navigate to the “Participant Management” tab, then to the “Sessions” page. 
  2. Click the “Invite observers” button on the top right. This will open up a drawer where you can see any upcoming sessions that people can sign up to observe, listed with the participant, moderator, and attendees of that session.
  3. Edit the sign up page description with any details to prepare observers for the session. For example, you may want to remind observers to ensure they’re on mute and their camera is off when they join the session, or link to any documents/boards where your team may be taking notes.
  4. Set the maximum number of attendees per session to avoid overwhelming the participant with too many people on the call. Generally, we recommend a max of 3 attendees per session, excluding the moderator and research participant.
  5. To review your page before going live, click the split button and select “Save and preview.” When you’re ready, click the toggle on the right to activate the invite link, and save.
  6. Copy the observer invite link to share with your team. People can sign up on their own time, choosing time slots that work with their schedule—no User Interviews account required. When observers sign up for a session, they will appear as Optional attendees under the Sessions tab, and you will be able to remove them as you would any other attendee.

Here’s an example of what observers will see when they sign up:

Now that you know how to add new users to Research Hub, it’s time to develop an effective training program to get them onboarded. Head to the next lesson to learn more. 

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