Overview
This article will provide information on managing paid users as an organization admin. We will also cover what it means for users in paid research seats within your project. And how to move users from paid researcher seats to viewers. This feature is only available for users on Unlimited Seat Based subscriptions.
Managing Paid Users as an Organization Admin
When an Organization Admin logs in, they will see a "Researchers" button in the top right of the dashboard. Note that this is only available from the dashboard and is not visible inside Projects or the My Account page.
Clicking the "Researchers" button will take you to a new page where you can see who is currently listed as a paid Researcher seat in your organization.
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What are Paid Research Seats?
Researchers are defined as anyone who is:
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A Project Owner on at least one project
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A Collaborator on at least one project
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An Editor on at least one project
The Organization members page will show an icon next to anyone who is a Project Owner or an Admin. Note that Admins must also be occupying paid, Researcher Seats.
Users in paid research seats have edit access to projects on the platform. Project Owners and Editors can make changes to any part of the project, while collaborators can edit everything except interview prep materials. You can learn more about Project Roles.
Paid Research Seats to Viewers
Downgrading a user from a paid researcher seat to a viewer will modify the project permissions anywhere the user is a Project Owner, Editor, or Collaborator. The user must confirm the action, which cannot be undone.
If the user being downgraded is a Project Owner, ownership for any projects will automatically transfer to the Organization admin making the change.
Viewers cannot edit any part of a project. They can only view the Recordings page, the Highlight Reel page, and the Self Capture page (if enabled). This role cannot share or download recordings.
How to Move Users from Paid Research Seats to Viewers
To downgrade a user from a paid Researcher seat to an unpaid Viewer, the Org Admin can use the "Change to Viewer" button. The user must confirm the action, which cannot be undone.