Team Access
Introduction
Refiner allows you to share one account with your team using multiple user login credentials. You can attribute different roles which come with different permission levels (see table below) to each team member.
Our pricing is not based on numbers of users and you can invite as many colleagues to your Refiner account as needed.
Invite your team
To invite a colleague to your Refiner account, navigate to ACCOUNT SETTINGS > TEAM.
Then, invite team members by clicking on the button in the top right of the page.
When inviting a new team member, you’ll be asked for their name, email address and their user role (see below). Once you’ve entered their contact details, they’ll receive an email with a link that allows them to join your team.
Please note that user profiles in Refiner can only be part of one team account. If you get a message that an email is already taken, it means that they’ve already created an account or joined another team at Refiner. You can contact our support team in this case and we can link them to your team.
By default, accounts are limited to 100 team members but we’ll be happy to increase this number for you. Please contact our team if you want to invite more than 100 team members.
User Roles
Each team member in your Refiner account has a user role attached to their profile. The roles currently available at Refiner are Admin, Manager and Analyst. Below you’ll see a grid of the access rights that come with each user role.
| Admin | Manager | Analyst | |
| Create and edit survey | x | x | |
| Manage user segments | x | x | x |
| Manage team alerts | x | x | |
| Manage integrations | x | x | |
| Tag survey responses | x | x | x |
| Create reporting dashboards | x | x | x |
| Change environment survey settings | x | x | |
| Change environment data & security settings | x | ||
| Invite team members | x | ||
| Manage environments | x | ||
| Manage billing | x |
Single Sign-On (SAML SSO)
As an alternative to our built-in authorization system, it’s also possible to active SAML SSO authorization for your account. As setting up SAML SSO required manual work on our side, a one-time setup fee is required. Please contact our support team if you are interested in setting this up for your account.