What’s a Collaborator, Anyway?
In Bello, a Collaborator is anyone who helps manage your workspace. They’re not participants in research sessions—they’re the people behind the scenes: organizing meetings, managing projects, coordinating with stakeholders, or overseeing workflows.
You might use this when:
You're inviting someone from your internal team to help run a study.
A client needs access to observe or monitor sessions.
You’re manually onboarding someone who wasn’t part of a bulk import or automated process.
You’re assigning a role like Admin or Project Manager with specific responsibilities.
Step-by-Step Instructions
Let’s dive in and get your new teammate set up.
Step 1: Navigate to the “Collaborators” Section
From the left-hand sidebar, scroll down to the Account section.
Click on “Collaborators.”
This brings up your Collaborators dashboard—here you’ll see a list of all current users with their email addresses, roles (like Admin, Owner, or Project Manager), and permissions. You can manage them from here anytime.
Step 2: Click “Create Collaborator”
At the top of the Collaborators page, click the “+ Create Collaborator” button.
A clean and simple form will slide into view titled Create Collaborator.
This is where the real action starts—let’s walk through what you need to enter.
Step 3: Enter Collaborator Details
Here’s what you’ll need to fill out:
Role Selection
Click on the Role dropdown.
Choose the correct access level for your new user.
The roles you’ll run into most often:
Owner - The ultimate decision-maker with full control of everything in Bello. Can access every setting, project, and billing detail. Nothing’s off limits here.
Admin - The trusted right hand with access to almost everything except billing. Manages users, projects, and permissions to keep the entire workspace running smoothly.
Project Manager - The organizer who keeps work moving. Can create and archive projects, invite collaborators, run meetings, and build their own team of moderators, analysts, and recruiters. Stays focused on execution while higher settings stay locked.
Moderator or Host - The facilitator who makes things happen. Can create meetings, invite participants, assign tasks, download files, make clips, and analyze results. Keeps sessions productive without managing user access.
Analyst - The data brain of the operation. Can explore, export, and interpret outputs using Bello’s analysis tools. Focuses on insights without running meetings or changing projects.
Recruiter - The people person behind the process. Can view schedules, track tech checks, mark attendance, and send reminders. Ensures every participant is ready and every session runs smoothly.
💡 Choose wisely. Role assignments control what your collaborator can (and can’t) do. When in doubt, start with Project Manager you can always upgrade access later.
Display Name
Enter the name you want to appear across the platform.
This is how others will identify the collaborator inside meeting settings, participant views, and team dashboards.Example: “Jane Smith” or “Research Ops – East Coast”
Email Address
This is the most important field.
Enter their work email address accurately.
An automated invite email will be sent here so they can log in and get started.
⚠️ Double-check for typos—it’s easy to miss, and if it’s wrong, they won’t get access.
Timezone
Choose the timezone that matches where this collaborator primarily works from. This ensures meetings, reminders, and notifications appear at the correct local time for them across all schedules and dashboards.
Setting the right timezone helps avoid confusion in cross-regional coordination.
Example: “Pacific Time (US & Canada)” or “Central European Time (CET)”
Step 4: Create & Invite
Once everything looks good:
Click the “Create Collaborator” button at the bottom of the form.
And that’s it! 🎉
Bello will automatically:
Add this person to your Collaborators list.
Send them a warm welcome email with an invite link.
Assign them their designated role with the permissions you selected.
They’ll be able to log in using their own Magic Link, just like you did.
Bonus Tips & Things to Know
Need to edit or remove someone later? Use the three-dot menu (⋮) next to their name.
You can have multiple Admins and Project Managers—but the number you can invite might depend on your Bello plan.
Collaborators are not participants. These are back-end users who manage and observe—participants are added separately in the session flow.