Add Your Team
Give your team access — and control exactly what they see.
- You need admin access to do this. About roles
Every person who needs access to your feedback data gets a user account. You control what they see, what they can change, and which alerts they receive.
Always have at least two admins. It keeps your account accessible if someone is out — and makes onboarding new team members smoother.
Add a user — quick start
Head to Admin > Users in the sidebar, then click the + button.
- Enter their email, name, timezone, and language.
- Click Add permission — select a Folder, Location, or Website from the tree, then choose a role (Admin or Standard).
- Optionally set up scheduled reports and notification subscriptions for them.
- Click Save. They receive an invitation email to activate their account.
Roles
| Role | What they can do |
|---|---|
| Admin | Full access to the assigned Folder, Location, or Website and everything below it — manage touchpoints, streams, users, and results. |
| Standard | View results and dashboards for the assigned Folder, Location, or Website. Cannot change settings or manage other users. |
A permission set on a Folder applies to all Locations and Websites inside it. To give someone access to your entire organization, assign a role at the top-level folder.
A user can hold different roles in different parts of the tree — for example, Admin on one Location and Standard on another.
Permissions work through the hierarchy
You can also manage permissions from the other direction: open a Folder, Location, or Website for editing, go to the Permissions step, and add users there.
Good to know
Click a user in the list to open the details panel. Click the pencil icon to edit. The same four-tab wizard opens. The email field cannot be changed after creation.
You cannot edit your own permissions — the Permissions tab is read-only when editing yourself. Ask another Admin to change your role.
Click a user in the list, then click the delete icon. A confirmation dialog appears before the user is removed.
A new user shows status Invitation email sent until they accept. Click Resend activation email in the details panel if the original was lost.
A user can only have one role per Folder, Location, or Website. If you assign a role at a Folder, the user does not need separate permissions for the Locations inside it.
→ Full reference: Users — complete guide
You're all set
That's it — you've gone from zero to a fully operational Ombea account. Your structure is in place, your team has access, and feedback is flowing. From here:
- How Ombea works — revisit the fundamentals anytime
- Compare Results Over Time — spot trends and measure the effect of changes
- Find Your Focus Areas — see where improving satisfaction moves the needle most
- Gamification & Leaderboard — make performance visible and motivate your team
- Branching Logic — show different follow-up questions based on answers
- Connect Your BI Tool — pull data into Power BI, Tableau, or Looker
What separates good teams from great ones? They run the loop weekly. Check the dashboard, pick one thing to improve, watch the score respond. That's when Ombea stops being a tool and starts being an advantage.
Was this helpful?