Adding Team Members to a Project
MERMAID is built for collaboration. Whether you're collecting data in the field or reviewing surveys back at the office, adding the right team members—and giving them the right level of access—helps ensure a smooth workflow.
To invite users:
Go to the Users page under the ADMIN section in your project’s sidebar.
Enter the email address of each team member and click + Add User.
Assign them a role based on what they’ll be doing in the project: Admin, Collector, or Read-Only.
Note: All project users must have a MERMAID account. If you add someone who hasn’t signed up yet, they’ll appear as a (pending user) until they create an account using the same email. |
User Roles & Permissions
Each role in MERMAID comes with a defined set of permissions that determine what users can and cannot do within a project.
User Role | Permissions | Best For |
Admin | Full control of the project:
| Project leads or coordinators. Assign at least two Admins in case one loses access. |
Collector (default) | Data collection-focused permissions:
| Team members entering data or collecting field observations. |
Read-Only | View-only access:
| Stakeholders who need insights but not editing rights—like supervisors, partners, or funders. And also good for analysts who need quick access to data for analysis from the project or using the MERMAID R package. |
By default, the person who creates the project is assigned the Admin role. Any users you add afterward will automatically be assigned the Collector role, but you can easily change their role to Admin or Read-Only after inviting them—or later at any time.
As an Admin, you can add, remove, or update user roles even after your project is created. If a team member leaves the project or their responsibilities change, you can update their role anytime or remove them through the Users page.
Use this table below to decide which role best fits each team member’s responsibilities.
