> ## Documentation Index
> Fetch the complete documentation index at: https://help.culture-vibe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite team members and manage roles

> Separate dashboard access from employee survey invitations, then assign the right workspace role.

Culture Vibe has two different invitation systems. Use **Team** to give someone dashboard access. Use **Employees** and a survey audience to invite someone to answer a survey.

<Warning>
  Adding a person to the employee roster or sending them a survey invitation does **not** create a Culture Vibe dashboard account. Inviting a Team member does **not** automatically add that person to the employee roster or a survey audience.
</Warning>

## Dashboard access versus survey participation

|                                | Team invitation                                                  | Survey invitation                                                     |
| ------------------------------ | ---------------------------------------------------------------- | --------------------------------------------------------------------- |
| **Purpose**                    | Give someone access to the organization’s Culture Vibe dashboard | Ask an employee to answer one survey or pulse cycle                   |
| **Created from**               | **Team**                                                         | **Employees** and the survey or pulse audience                        |
| **What the recipient gets**    | A workspace invitation and a role                                | A private response link for the specific survey                       |
| **Dashboard sign-in**          | Yes, after joining the workspace                                 | No                                                                    |
| **Role assigned**              | Admin, Member, or Viewer                                         | None                                                                  |
| **Access to results**          | Depends on the workspace role                                    | No dashboard access from the survey link                              |
| **Used in response reporting** | Not automatically                                                | Yes, according to the survey’s audience and demographic configuration |

The same person can be both a workspace user and a survey participant, but you must manage the two records separately.

## Invite someone to the dashboard

Owners and Admins can manage access from **Team**.

<Steps>
  <Step title="Open Team">
    Go to **Team** to see active members and pending invitations.
  </Step>

  <Step title="Choose Invite member">
    Enter the person’s email address and select Admin, Member, or Viewer.
  </Step>

  <Step title="Send the invitation">
    The recipient uses the workspace invitation to join the organization and sign in to the dashboard.
  </Step>

  <Step title="Review the invitation">
    Resend or revoke a pending invitation when needed. After the person joins, update their role from the member list.
  </Step>
</Steps>

## Workspace roles

### Owner

Owners have full workspace control. They can manage members and roles, including the Owner role. Culture Vibe prevents removal of the workspace’s last Owner.

### Admin

Admins can manage the team, settings, surveys, employees, pulse programs, and other HR workflows. They can invite Admins, Members, and Viewers and change the roles of non-Owners.

### Viewer

Viewers have read-only access to insight surfaces such as the dashboard, survey analytics, and comments. They cannot manage the roster, settings, surveys, or action workflows.

### Member

Members use the member-facing areas available to them. Member is not an HR management role and does not grant access to the organization’s insight dashboards.

<Note>
  Workspace roles are different from Culture Vibe’s internal platform-admin role. Customer Team access never grants the cross-organization platform Admin console.
</Note>

## Invite employees to a survey

To collect a response, first add the person to **Employees** or include them through the intended audience workflow. Publishing the survey creates a survey-specific invitation or shared link.

A personal survey invitation:

* Opens only the respondent flow for that survey.
* Does not let the employee browse the dashboard.
* Does not assign Owner, Admin, Member, or Viewer.
* Can track delivery and completion without granting workspace access.

## Common questions

<AccordionGroup>
  <Accordion title="Can an employee answer without a dashboard account?">
    Yes. A personal survey invitation or shared link opens the respondent experience without creating dashboard access.
  </Accordion>

  <Accordion title="Does inviting a Team member add them to Employees?">
    No. Add or import the person separately when they should also receive employee surveys or appear in audience reporting.
  </Accordion>

  <Accordion title="Can a Team member also receive a survey?">
    Yes. Add them to the employee roster and include them in that survey’s audience. Their dashboard role and survey response invitation remain separate.
  </Accordion>

  <Accordion title="Why can’t I invite an email address?">
    The person may already belong to this workspace, have a pending invitation, or belong to another workspace. Review **Team** or contact [hello@culture-vibe.com](mailto:hello@culture-vibe.com).
  </Accordion>
</AccordionGroup>