Manage Your Team and Project Permissions

This article explains the different roles and permissions within an Indeemo project and how to manage your team, including adding colleagues and changing the project owner.

Project Roles & Permissions

When you create a project, you are the Project Owner. This role gives you full control over all project settings, including managing team members. Each project can have only one Project Owner, but this permission can be transferred. Each team member can be assigned only one role per project.

Here is a quick overview of what each role can see and do:

	Observer	Recruiter	Moderator	Project Owner
Dashboard View	✅	✅	✅	✅
Respondent Uploads	✅	✅	✅	✅
Edit Transcripts	❌	❌	✅	✅
Add Comments	❌	❌	✅	✅
Add Tags	❌	❌	✅	✅
Recruitment View	❌	✅	✅	✅
Respondent View	❌	✅	✅	✅
Task Completion View	❌	✅	✅	✅
Manage Projects	❌	❌	✅	✅
Manage Team	❌	❌	❌	✅

Managing Your Team

Only the Project Owner can manage the project team. If you need to manage colleagues but are not the project owner, you'll need to ask the current owner to change your permissions.

Adding/Managing Moderators

Moderators are research colleagues who can collaborate on the project. They can see and edit transcripts, add tags and comments, and have access to all project views. If you add new target groups, remember to link the moderators to them.

Method 1: From the Projects Page

On the Manage Projects screen, click the three dots (...) on a project card. 2. Choose Manage Moderators.

Method 2: From the Edit Project Screen

Click the pencil icon or the three dots (...) and then choose Edit Project.
In the left-hand navigation, click Manage Moderators. 3. Select the moderators you want to add from the dropdown list and click Next.
Choose which Target Group(s) you would like them to be able to moderate, then click Save.

Adding/Managing Observers

Observers are your clients or colleagues who need 'read-only' access. They can see dashboard views and respondent uploads but cannot edit transcripts, add comments, or export data.

On the Manage Projects screen, click the three dots (...) on a project card.
Choose Invite Observers. 3. Add the observer's email address (one per line) and click Next.
You can then adjust which target groups they have access to. If you remove access to all target groups, the observer will be removed from the project.

Adding/Managing Recruiters

A Recruiter is responsible for adding and inviting respondents, tracking their engagement, and sending reminders. If a recruiter is not added, a moderator can perform these actions. To add a Recruiter, you must contact support@indeemo.com. You can check if a recruiter has been linked by clicking the three dots (...) on a project card and selecting View details.

Changing Project Owner

If you need to move Project Owner permissions to a colleague, follow these steps:

On the Manage Projects screen, click the three dots (...) on a project card. 2. Click Change Project Owner.
Select a colleague from the list.

Your permission will automatically change to Moderator, and you will no longer be able to export media or manage the team. The new Project Owner will have to follow the same steps to change permissions back.