Organization & Workspaces
What is an organization in Quizify?
An organization in Quizify is your team's shared account space where you can collaborate to create, manage, and analyze funnels together. When you sign up, a default organization is created automatically for you — and everything in Quizify flows from it.
What Your Organization Manages
Everything in Quizify is managed at the organization level, including:
Workspaces
Funnels
Leads & submissions
Team members
Integrations
Plan & billing
Accessing Your Organization
You can view or switch organizations directly from the organization selector in the top navigation bar.
Click on your current organization name in the top-right corner of the dashboard.
A dropdown will display all organizations you are part of.
Select the organization you want to switch to.
The selected organization becomes your current organization, and all associated workspaces, funnels, and members will load accordingly.
Managing Organizations
To view and manage your organizations:
Click on your profile icon (top-right)
Go to Settings
Open the Organizations tab
From here, you can view:
All organizations you are part of
Your role in each organization (Owner, Admin, Editor, Viewer)
The current subscription plan for each organization
Your assigned workspaces
The organization you are currently active in
Note :
You can also switch organizations directly from this settings page.
Organization Members
Each organization includes a list of members who have access to collaborate within it. Members invited at the organization level automatically get access to all current and future workspaces in that organization.
From the organizations section, you can:
View all current members
See assigned roles
Check workspace access
Monitor invitation status (Accepted / Pending)
Depending on your role, you can also:
Invite new members using the Invite Members button
Assign roles (Admin, Editor, Viewer)
Update member roles
Remove members from the organization
Note :
Invited users will receive an email to join your organization. If they don't already have a Quizify account, they'll be asked to sign up before accessing it.
Roles & Access
Each member in an organization is assigned a role that determines what actions they can perform. Roles help you control:
Who can manage members
Who can create or edit funnels
Who can view submissions
Who has access across all workspaces
Organizations help keep your team's work centralized, secure, and organized — making collaboration across departments, clients, or projects simple within Quizify.
What is a Workspace in Quizify?
A workspace in Quizify is used to organize and separate funnels, submissions, and leads within an organization. Workspaces let you manage access based on teams, clients, projects, or departments — so members only see the data that is relevant to them.
What Each Workspace Contains
Funnels
Leads & submissions
Integrations related to those funnels
Workspace members
How Workspaces Work
Inside an organization, you can create multiple workspaces to structure your work. For example:
Marketing Team Workspace
HR Team Workspace
Client A / Client B Workspace
Each Workspace acts as an independent environment within the same organization. When you select a workspace from the left sidebar in the funnels section:
Only the funnels inside that workspace will be displayed.
Only submissions related to those funnels will be visible.
Only leads collected from workspace's funnels will be accessible.
Note :
Members working in one workspace cannot access data from another workspace unless they are explicitly invited to it.
Workspace Member Access
Members invited at the workspace level can only access:
Funnels inside that specific workspace
Leads collected from those funnels
Submissions related to those funnels
They cannot:
View funnels from other workspaces
Access submissions from other workspaces
Manage organization-level settings
Organization Members vs Workspace Members
Organization Member | Workspace Member |
Access to all current and future workspaces in the organization. | Access is limited to the specific workspace they are added to. |
Best for internal team members who need broad access. | Best for clients or external collaborators needing restricted access. |
Workspaces make it easy to collaborate while keeping your funnels, leads, and submissions organized and secure within Quizify.
Roles & Permissions in Quizify
In Quizify, you control what your team members can view or manage by assigning them specific roles at the organization level or the workspace level. Organization roles provide access across all workspaces, while workspace roles restrict access to a specific workspace only.
Organization Roles
Members invited at the organization level automatically get access to all current and future workspaces. These roles are best suited for internal team members who need broader access across your organization.
Permissions | Admin | Editor | Viewer |
View all funnels across workspaces | ✅ | ✅ | ✅ |
View submissions & leads | ✅ | ✅ | ✅ |
Export submissions & leads | ✅ | ✅ | ✅ |
Create & edit funnels | ✅ | ✅ | ❌ |
Delete funnels | ✅ | ✅ | ❌ |
Move funnels between workspaces | ✅ | ✅ | ❌ |
Manage integrations (Global & Funnel-level) | ✅ | ✅ | ❌ |
Invite members to workspace | ✅ | ✅ | ❌ |
Invite members to organization | ✅ | ❌ | ❌ |
Change member roles | ✅ | ❌ | ❌ |
Create & manage workspaces | ✅ | ❌ | ❌ |
View & manage billing / plans | ✅ | ❌ | ❌ |
Note :
Organization members will have access to all current and future workspaces in that organization.
Workspace Roles
Members invited at the workspace level can only access data inside the workspace they are invited to. Workspace Editors — whether invited from the organization level or directly at the Workspace level — can invite members to that Workspace, assign Editor or Viewer roles, and manage integrations at both the global and funnel level.
Workspace members cannot:
Access other workspaces
View funnels outside that workspace
Manage organization-level settings
Access billing or plan details
Permissions | Editor | Viewer |
View funnels in workspace | ✅ | ✅ |
View submissions & leads | ✅ | ✅ |
Export submissions & leads | ✅ | ✅ |
Create & edit funnels | ✅ | ❌ |
Delete funnels | ✅ | ❌ |
Invite members to workspace | ✅ | ❌ |
Assign Workspace Editor role | ✅ | ❌ |
Assign Workspace Viewer role | ✅ | ❌ |
Manage integrations (Funnel-level) | ✅ | ❌ |
Note :
Workspace members will only see funnels, submissions, and leads related to the workspace they are added to.
Navigating Your Workspaces and Organizations
Once you start building out your organization with multiple workspaces and team members, knowing how to move around efficiently becomes essential. Here is a tour of the key navigation elements in Quizify.
The Workspace Sidebar
The left-hand sidebar is your primary navigation panel under the funnels section. It lists all workspaces you have access to. Click any workspace name in the sidebar to open it and view its funnels, leads, and submissions.
Searching for a Workspace or Funnel
Use the search bar within your dashboard to quickly find any workspace or funnel in your current organization. Start typing a name and matching results will appear instantly. Click a result to open that Workspace or funnel directly.
Switching Organizations
Click your organization name in the top-right corner to open the organization selector dropdown. All organizations you belong to are listed there. Click any name to switch — the workspace list and all data updates immediately to reflect the selected organization.
Viewing Workspaces in Another Organization
When you switch to a different organization, you will only see the workspaces you have been granted access to within that organization. Your own workspaces in your primary organization remain unaffected and are accessible when you switch back.
Funnel Cards and Quick Actions
Inside a workspace, each funnel is displayed as a card. Hover over a card to reveal quick-action options, or click the three-dot menu on any card to access a full list of actions including open, rename, duplicate, move to another workspace, share, view submissions, and delete.
Adding Users to Organizations and Workspaces
Quizify keeps team management flexible by letting you invite people at two separate levels: the organization level and the workspace level. You can invite someone to your organization and then they automatically get access to all workspaces, or invite them directly to a specific workspace for restricted access.
Inviting Someone to Your Organization
Click on your profile icon in the top-right corner.
Select settings and open the organizations tab.
Click invite members.
Enter the person's email address. You can add one email address at once.
Choose the organization role you want to assign them (Admin, Editor, or Viewer).
Click send Invite. The person will receive an email with a link to join.
Note :
Inviting someone to your organization automatically gives them access to all current and future workspaces in that organization.
Inviting Someone to a Workspace
Open the workspace you want to share.
Click the invite or members icon within that workspace.
Enter the person's email address.
Select the workspace role: Editor or Viewer.
Click send invite.
The invitee will receive an email to join. Once they accept and log in, the shared workspace will be accessible to them — but only that specific workspace.
Note :
If the invitee does not yet have a Quizify account, they will be prompted to sign up before they can access the workspace.
Removing Users
From a Workspace
Open the workspace, navigate to the members section, find the person, and select remove from workspace. This removes them from that workspace only — they remain a member of the organization.
From an Organization
Go to Settings > Organizations, find the member in the list, and select remove from organization. This removes them from the organization and all workspaces within it simultaneously.
Move Funnels Between Workspaces
Quizify makes it straightforward to transfer funnels between workspaces within your account, or across entirely different accounts. Whether you are restructuring your workspace setup, onboarding a new team, or handing off funnels to a client, here is how it all works.
What You Can Do
Move a funnel from one workspace to another within the same account.
Note :
You can move funnels between workspaces within account, but cannot transfer funnels to other accounts.
Moving a Funnel to a Different Workspace
In your workspace, click the three-dot menu on the funnel you want to move.
Click move to.
Select the destination workspace from the list.
Confirm the move.
The funnel's settings, logic, design, and all collected leads and submissions will transfer to the new workspace without any changes.
Need more help?
Visit quizify.io or reach us at support@quizify.io