Product Updates

Group-level permissions and invite via a link

Posted by
Diego Menchaca's profile picture
Diego Menchaca
Feb 3, 2021

We are excited to introduce group-level permissions and user invitations via links.

Managing permissions and inviting users are, although two different things, part of the same user flow. For this reason, we chose to improve them simultaneously in our last development cycle.

Before today, users could be invited from the web dashboard and assigned permissions.

After reviewing feedback from our users, we developed a strategy for improving and streamlining this process and incorporating a frequently requested feature: group-level permissions. 

Group-level permissions

In large studies, you often have data collection teams working independently and spread across different departments, cities, or even countries.

For data privacy or simplicity, you may want to limit one group from seeing the cases and data from another group.

You could solve this by separating each group into different studies, but that would mean that the data collected is fragmented from the get-go. To visualise or analyse, you would have to merge various spreadsheets together afterwards. 

This is all streamlined with group-level permissions.

You can now split the people in your study between groups. For example, “Tel Aviv” and “Rio de Janeiro”, and assign to each group shared permissions such as “view group data”.  The users from Tel Aviv will see each other’s data, and the ones in Rio de Janeiro only have access to their cases and entries. 

The study admin, however, can see the data from both groups on a single view, allowing them to analyse the entire data set or specific aspects for clearer oversight.

A single database means no need to tedious excel gymnastics, but a better oversight for group-level or study-level analysis and visualisation. 

To get started with this new feature go to “Manage users” on the web dashboard and then click on the Groups tab.

There is a smarter way to do research.

Build fully customizable data capture forms, collect data wherever you are and analyze it with a few clicks — without any training required.

Learn more  

There is a smarter way to do research.

Build fully customizable data capture forms, collect data wherever you are and analyze it with a few clicks — without any training required.

Invite to a study (group) via a link

The other significant improvement of this release is the ability of inviting users via a link. You can now create an invitation link for your whole study and separately per user group. 

When someone clicks on a link, they can create an account or sign in, and gain immediate access to your study.

Your invitation links can have granular permissions, limiting features for certain users, such as editing forms or exporting data. You can also convert the invitation link into a QR code making mobile onboarding even faster.

This feature should save you considerable time when you are getting your team on board.

The classic email invitations are still present. You can choose between email or public link invitation, depending on your taste.

Want to try it out? Follow this link or scan the QR code:

What’s next?

In our next development cycle, we will broaden the scope and capabilities of Teamscope with a much requested feature: online surveys.

On Teamscope you can currently build fully custom forms but to view them and collect data you need to login or create an account. 

In some situations, like one-off surveys or working with the elderly population, this can be a barrier.

With online surveys, participants will be able to complete forms without needing an account.

Got a feature idea? We love to hear from you and get any thoughts on how to improve Teamscope.

Diego Menchaca's profile picture

Diego Menchaca

Diego is the founder and CEO of Teamscope. He started Teamscope from a scribble on a table. It instantly became his passion project and a vehicle into the unknown. Diego is originally from Chile and lives in Nijmegen, the Netherlands.

More articles on

Product Updates