On the Users page, you will see a list of invited colleagues that have access to your Retently account.

A user record includes the following information:

To invite a new user, click the "+ Invite new user" button.

In the popup, type the new user's email address and assign them a role (Admin or User).

NOTE: Only admins can choose one of the two roles (Admin or User). Users with the role "User" can invite a team member and assign them only the "User" role.

The new user will receive an email notification asking them to complete their profile setup.

Only users with the "Admin" role can edit the details of other users. To do so, access the actions menu in a user's record and choose the "Edit" option.

In the next popup, you will be able to update the selected user's details and assign them the Data Protection Officer role.

Only admins can delete other users from the account. To do so, access the actions menu in a user's record and choose the "Delete" option. The user will be deleted immediately and they will receive a notification informing them that they've been removed from your company's Retently account.

The Data Protection Officer receives notifications about survey respondents requesting data access. This user can manage contacts, feedback, and survey campaigns and it can be assigned to both admins and users.

In each workspace, there has to be at least one DPO (Data Protection Officer) and usually, it is assigned automatically to the workspace owner. At any point in time, you can assign it to multiple other team members (or even all the account users).

To assign the DPO role just click on the meatballs menu and click the "Assign as DPO" button as shown below.

To unassign this role, you will have to follow the same process, click on the meatballs menu and click "Unassign as DPO"