Socialtrait supports multi-user collaboration under one or more organization accounts. A single user (one email/login) can belong to more than one organization — and your role is set independently within each one, so you can be an Org Admin in one organization and a Member in another.
Within any organization you belong to, you hold one of two roles: Org Admin or Member.
Belonging to Multiple Organizations
If you're part of more than one organization, an org switcher appears next to your profile icon in the top navigation. It lists every organization you belong to, along with your role in each.
Switching organizations: Click the switcher and select any organization from the list to move into it.
Setting a default organization: Each organization in the list has a star icon next to it.
A yellow, filled-in star marks your current default organization.
An outlined star means that organization isn't your default.
Click an outlined star to make that organization your new default — you'll be taken there automatically the next time you log in.
Joining a new organization: If a team invites you to join their organization, you'll receive a "You've Been Invited to Join Socialtrait.ai" email. Click Join the Team to accept.
If you're a brand-new user, this creates your account.
If you already have a Socialtrait account under a different organization, you don't need to set up a new password — accepting the invite simply adds the new organization to your existing account, and you sign in with your current credentials.
Org Admin
When you activate an organization account, you become its Org Admin. Admins are identified by a distinct marker next to their name in the Members list.
An Org Admin can, within that organization:
Set up and manage the team (invite or remove members)
Create, view, and delete any research project
Configure account settings
Access additional admin controls via the profile panel
When logged in, the Org Admin profile panel shows: Account, Security, Usage, Consumption Limiter, Audiences, Members, Get Help.
Need multiple Org Admins? If your organization requires more than one Admin, contact Socialtrait support via the Chat Widget or by emailing [email protected].
Tip: Start by inviting your team to build your workspace.
Member (Team Member)
A Member can, within that organization:
Create and manage their own research projects
View and collaborate on all workspace projects
Delete only their own projects
Members do not have access to the admin controls visible in the Org Admin panel. The Member profile panel shows only: Account, Security, Get Help.
Custom permissions for individual members are not available. All members share the same baseline access within an organization, with Org Admins holding additional privileges. If you belong to multiple organizations, your role and access are set separately in each one — being a Member in one organization has no effect on your role in another.