Invited users can be assigned one of the workspace roles:

The Workspace Owner has the highest level of access, with full control over all settings. This includes the ability to manage the workspace (e.g., rename it, manage billing and payments, and integrate with Slack).

Review Admins can create forms and manage review cycles but cannot edit workspace settings. This role is ideal for users who need to handle the review process without having access to broader workspace configurations.

Members cannot view forms, create reviews, or change workspace settings. This is the default role for most participants, including employees and managers. Note that access to reviews and reports is configured separately and is not influenced by workspace role assignments.

Guest Participants can only complete reviews. This role is designed for external users who will not have access to the People section.

This is the only way to specify the role when inviting people individually.

When added from Slack, users will be given the Member role.

Invited users, when launching reviews, will be given the Member role and notified at the start of the review.

For bulk import, send the completed file via support chat. Please note that this may take up to 48 hours.