Teams in Ethnio 🧑🤝🧑
Teams help you organize work across different groups in your organization. You can assign teams to studies and budgets, then use reports and filters to track activity and spending by team.
Teams especially useful for Enterprise accounts that want to separate research work across different projects or parts of the organization.
Creating a new team
To start, head to Account > Teams > Create team. From the team detail pages you can setup your team name, and add team members and studies.
Once all your teams are setup you can select a team, which opens your team overview page for tracking recent activity, assigned studies, and budget. This provides a centralized place to monitor team .specific research work
Assigning teams to budgets
Teams can be used when setting budget permissions. When creating or editing a budget, you can choose to allow access for everyone in the account, only specific people, or only specific teams. Selecting only specific teams allows you to control which groups can use a budget to pay incentives.
Where teams are used in Ethnio
Once you have setup your teams in Ethnio, you can see them in the following places:
- People page for account owners and admins
- Studies from all studies, select one or more studies to assign teams
- Incentives orders (at the end of the pay flow, you can optionally add teams, and if the study has any teams, they will be automatically added)
- Want to see Teams somewhere else? Drop us a line and let us know