Skip to main content

Teams & Projects Access

Last updated on

UserLens Insights uses a team-based organization system to help you collaborate effectively while maintaining appropriate access controls. Every project belongs to exactly one team, and you can only see projects from teams you're a member of.

Organizations​

An organization is the top-level container that holds all your teams and users. Think of it as your company or department. All teams exist within a single organization, and users are invited to join the organization before being added to specific teams.

Teams​

Teams are groups of users who collaborate on research projects together. Each team has its own set of projects, and team membership determines which projects you can access. You can be a member of multiple teams within your organization.

Projects​

Projects are your individual research studies. Each project belongs to exactly one team. When you create a new project, it's automatically assigned to the team you've selected (or your default team if you're viewing "All Teams").

Using the Team Switcher​

The Team Switcher is located in the left sidebar, just below the UserLens logo. It shows your currently selected team and the number of projects visible with that selection.

Selecting a Specific Team​

Click the Team Switcher dropdown to see a list of all teams you belong to. Select any team to filter the dashboard to show only that team's projects. This is useful when you want to focus on work for a particular group.

Using "All Teams" View​

Select "All Teams" from the dropdown to see projects from all teams you're a member of in one combined view. This gives you a complete picture of all your accessible research projects across the organization.

How It Works​

Understanding how UserLens determines which projects to show you helps explain why you see specific projects and not others.

When You Select a Specific Team​

  1. You click on a team in the Team Switcher

  2. UserLens requests projects filtered by that team's ID

  3. Only projects assigned to that specific team are returned

  4. The dashboard displays those projects with the team badge visible on each card

When You Select "All Teams"​

  1. You select "All Teams" from the Team Switcher

  2. UserLens looks up all the teams you're a member of

  3. Only projects belonging to those teams are retrieved

  4. Projects from teams you're not a member of are excluded

  5. The dashboard displays your combined accessible projects

important

The "All Teams" view shows the union of projects from all your teams—it never shows projects from teams you don't belong to, even if those teams exist in your organization.

Access Control Summary​

The following table summarizes what you can see based on your team memberships:

ScenarioWhat You SeeExample
Select specific teamOnly that team's projects"Docs Team" → 2 projects
Select "All Teams"Projects from all your teamsMember of 2 teams → see both teams' projects
Not a team memberCannot see that team's projectsNot in "Backstage" team → 0 Backstage projects visible

Common Questions​

Why can't I see a project I know exists?​

You can only see projects from teams you're a member of. If a colleague mentions a project you can't see, ask them which team owns it, then request to be added to that team by a team administrator.

Why does the project count in Team Switcher differ from what I see?​

The count in the Team Switcher shows the total number of projects you have access to. The dashboard may group projects by status (Draft, Active, Completed), so you might need to scroll or check different sections to see all projects.

How do I move a project to a different team?​

Currently, projects cannot be moved between teams after creation. When creating a new project, make sure you have the correct team selected in the Team Switcher, as the project will be assigned to that team.

Can I be a member of multiple teams?​

Yes! You can be a member of as many teams as needed. Use the "All Teams" view to see projects from all your teams at once, or select a specific team to focus on that group's work.

Who can add me to a team?​

Team administrators and organization owners can add members to teams. Contact your team lead or organization administrator to request access to additional teams.

Best Practices​

  • **Check your team selection before creating projects **— new projects are assigned to the currently selected team

  • **Use descriptive team names **— helps everyone understand which team owns which projects

  • **Keep team memberships current **— remove members who no longer need access to maintain security

  • **Use "All Teams" for cross-functional views **— helpful when you need to see the big picture across multiple teams

  • **Organize teams by function or project type **— makes it easier to find relevant projects quickly

Need Help?​

If you have questions about team access or need to be added to a team, contact your organization administrator. For technical issues or feature requests, use the Help menu in the sidebar or reach out to support.