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How to Use the Contributor Role

Give a team member access to only the studies they work on. Contributors see their own studies, can create and staff new ones, and can't see the rest of your company's work or settings.

A Contributor is a team member who works only on the studies they're part of. They don't see your other studies, and they can't change your company's settings or team. Use it for new hires, subcontractors, or anyone who should only see their own files.

What it does

Your company has three roles. The Type dropdown on Team Members describes each one under the list.

Admin

Member

Contributor

What the dropdown says

Full access and settings

All studies, no org administration

Only studies they're on or create

Studies they see

Every study

Every study

Only studies they're on

Create a study

Yes

Yes

Yes

Change a study's team

Any study

Any study

Only studies they created

Component DB page

Yes

Yes, view only

No

Company settings, including Team Members and Report Templates

Yes

No

No

  • A Contributor only sees a study once they're on its Team Members list, or after they create it.

  • Inside a study, a Contributor works the same way a Member does.

  • Adding someone to a study's team doesn't change their role.

How to make someone a Contributor

Only Admins can do this.

To invite someone new:

  1. Click Settings in the left menu. Under Company, click Team Members.

  2. Click Invite Team Member.

  3. Enter their Full Name and Email.

  4. Set Type to Contributor.

  5. Click SEND INVITE.

To change someone already on your team:

  1. Go to Settings, then Team Members.

  2. Click the pencil icon beside their role in the Type column.

  3. Set Type to Contributor.

  4. Click SAVE CHANGES.

You can switch someone between Member and Contributor at any time, the same way.

What a Contributor sees

  • Studies lists only the studies they're on.

  • Properties lists only the properties that have one of their studies, and only those studies inside them.

  • Search on the Studies page only finds their studies.

  • The left menu shows Studies and Properties. Component DB and Analytics aren't there.

  • Settings shows only the Personal section: My Profile, My Bio/Resume and My Assets.

  • A new Contributor who isn't on any study yet sees a message saying their studies will show once they're added to one, and a Start Your First Analysis button.

What a Contributor can do

  • Open and edit any study they're on, and save their changes.

  • Create a new study. They're added to its team automatically, so it shows on their Studies list.

  • Add and remove team members on studies they created. Open the study, click Study in the left menu, and use Add Team Member under Team Members.

  • Duplicate a study they're on. The copy counts as one they created, so they can staff it.

  • Archive a study they're on, and Restore it.

  • Add reports from your company's report templates. In the study, go to Reports and click Add Reports.

  • Download a report as a PDF from the study's report view, using DOWNLOAD PDF.

  • Add components from your company's Component DB. In the study, go to Components and choose Add From Component DB or Add Component DB List(s). These only appear on studies that use activities.

What a Contributor can't do

  • See or open studies they aren't on, including from a link someone shares with them. The link shows Study not found with a Back to Studies link.

  • Change the team on a study they didn't create. On those studies, Team Members shows who is on the team, with the note Managed by your organization's admins in place of Add Team Member.

  • Open the Component DB page to add or change components in your company's library.

  • Manage your company's report templates, or save a study's report as a company template with Save As Template.

  • Open any Company settings: Profile & Branding, Team Members, Analysis Defaults, Charts & Tables, Text Snippets or Report Templates.

  • See your company's full team list, invite people, or change anyone's role.

How to take away access to a finished study

  1. Open the study in the Study Editor and click Study in the left menu.

  2. Under Team Members, click the trash icon on the Contributor's row, then Yes, Remove.

  3. Click the Save icon at the top of the Study Editor.

  4. If the Contributor is the study's Owner, pick someone else in the Owner column on the Studies page.

The study leaves their Studies list and they can no longer open it.

Good to know

  • A Contributor always keeps access to a study they created. Removing them from its team takes it off their Studies list, but they can still open it from a saved link and add themselves back. Removing someone from the team only locks them out of studies someone else created.

  • A Contributor can also open a study they're the Owner of, even when they're not on its team. If they hand ownership to someone else, HomeRun IQ warns them first with You will lose access to this study.

  • A role change applies the next time the person signs in. If they're signed in when you change it, it can take up to an hour. Ask them to sign out and back in to apply it straight away.

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