🎭Members

Control who’s in your Cycle workspace, what they can do, and who handles feedback.

Member Management

In Settings > Members, you can:

  • View all Active and Pending members

  • Invite new users by email and assign a role

  • Set a Default Reporter

  • Manage who has access to the Billing page


Roles: Maker vs Collaborator

There are two roles in Cycle:

Maker

Full workspace access. Can create insights, edit views, manage billing, and update member roles. Makers can also use advanced features like transcripts and add unlimited collaborators. Only Makers can edit roles.

Collaborator

Can create/edit docs, update properties, and collaborate on feedback. Cannot change workspace structure (e.g. integrations, views, workflows).


Teams

Team-based Section Permissions let you control who can see which sections in your workspace. Perfect for companies with multiple product teams that need focused access to their relevant feedback and views.

How it works

By default, all sections are visible to everyone in your workspace. Once you assign a section to a team, it becomes private and only visible to members of that team.

Teams and sections have a many-to-many relationship:

  • A person can be on multiple teams

  • A team can have multiple sections

  • A section can be assigned to multiple teams

Setting up teams

Creating a team

  1. Go to Settings > Members > Teams

  2. Click '+' button

  3. Give your team a name (e.g., "Mobile Team", "API Team", "Search Team") and a description

  4. Click Create

Adding members to a team

  1. In the Teams tab, click on the team you want to edit

  2. Open the People tab

  3. Press the '+' button

  4. Select the people you want to add to this team

Tip: People can be on multiple teams. For example, Sarah from Platform can be on both the "Core Platform" team and the "Mobile" team if she works on mobile infrastructure. {% endhint %}

Adding sections to a team

From the settings tab

  1. In the Teams tab, find your team

  2. Press the '+' button

  3. Select the sections this team should have access to

From the sidebar

  1. Find the section in your sidebar

  2. Click the '⋯' menu next to the section name

  3. Select Add to Team

  4. Select the team you want to add or remove

FAQ

Q: What happens to existing sections when I create teams? A: Nothing changes until you assign a section to a team. All sections remain public until you explicitly make them private.

Q: How do I making a section public again? A: Remove the section from all teams and the section will automatically become public again

Q: What if I accidentally remove myself from a team? A: Any maker of your workspace can add you back to teams through Settings > Members > Teams.

Last updated

Was this helpful?