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Control what each team member can do in Doozy by assigning their role. The Admin role is called owner in the API.

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👥 Role Types

Need finer control than these four roles give you? Permissions lets you choose which roles can schedule each type of activity.

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Who can see a track, quiz, or survey

Tracks, quizzes, and surveys are visible only to that activity’s own admins. Whoever creates one becomes its admin, and nobody else can see it until they’re added as an admin, whatever their role. Anyone can create a track, but by default only Managers and Admins can activate, pause, or resume one. A track a Member builds stays a draft until someone allowed to activate tracks, who is also an admin of that track, activates it.

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⚙️ Changing a User’s Role

  1. Go to doozy.live/app and sign in
  2. Open Settings, then select Members & access in the sidebar to open the member list
  3. Find the team member
  4. Use the dropdown to select their role
  5. Changes save automatically
Existing individually granted filter exceptions stay in place until an Admin reviews and confirms new access rules. Assigning an active role does not exempt someone from access rules. When automatic removal is enabled, people removed or deactivated in Slack lose Doozy access, including Admins other than the last Admin still in Slack. When it is off, they retain their existing access. Uninstalling the Doozy integration preserves workspace access, including Admin access to reconnect Slack. Setting someone to Disabled prevents automatic rules from enabling them again.

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Change roles in bulk

In Settings → Members & access → Members, search by name or email. Open Filters to choose a role or Slack connection, or use Add filter for another detail. Connection choices are Connected and Not connected. Filters work together, and active filters appear above the table; remove one using its × or use Clear filters.
  1. Select individual checkboxes, or use the header checkbox to select the current page.
  2. Choose Select all N matching to include everyone matching your filters across all pages.
  3. Select Change role, choose the new role, and check the affected people before confirming.
  4. Keep the page open while the updates finish. If any fail, retry just those people.
Your own account and preboarders cannot be changed in bulk. People who already have the chosen active role stay unchanged. Choosing Disabled for someone already disabled automatically makes that choice explicit, so automatic rules cannot restore their access. Changing the search or filters clears your selection. Bulk role changes follow the same access rules as individual changes. Active Members and Managers can still lose access when they stop matching your rules; HR termination removes their access even if automatic removal for rule mismatches is off. Under Access rules, select Specific people, then Edit people to use the same controls in a dialog. Role choices there are only saved when you select Confirm.

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🎯 Common Scenarios

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FAQ

They lose access to all Doozy activities and are removed from billing. Their historical data (shoutouts, quiz results, etc.) is retained. Any track they were still going through is stopped: open quizzes, surveys, tasks, and invitations from it are canceled, the same as manually removing them from a track.Disabling also ends any mentor pairing they were part of, on either side - so the other person’s mentorship ends too. This is the one difference from removing someone from a single track, which leaves an existing pairing in place.
Yes - you can have as many admins as needed. All admins have equal permissions.
Members can schedule quizzes and surveys by default, for activities they created or were added to. An admin can change this on the Permissions page. Members can’t manage celebrations or time off.

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See also

Access Rules

Choose who gets Doozy access and when access is removed

Permissions

Choose which roles can schedule each activity