# FAQ (https://terac.com/docs/researchers/support/faq) Frequently asked questions from researchers using Terac. ## Account & Organization [#account--organization] ### How do I create an organization? Sign up at [terac.com](https://terac.com) and follow the prompts to set up your organization. See [Create Your Organization](https://terac.com/docs/researchers/getting-started/create-organization) for a full walkthrough. ### Can I belong to multiple organizations? Yes. Use the organization switcher in the top-left of the dashboard to move between organizations. Each has its own billing, members, and projects. ### How do I invite team members? Go to Settings, then Members, and enter the email address of the person you want to invite. They will receive an email with a link to join. See [Members and Roles](https://terac.com/docs/researchers/team/members-and-roles). ### What roles are available? Owner, Admin, and Member. Owner and Admin can build, launch, and review studies and manage billing and members; Member is read-only by default, so anyone who needs to run studies needs Admin. See [Members and Roles](https://terac.com/docs/researchers/team/members-and-roles) for the full permissions table. ## Opportunities [#opportunities] ### How do I create an opportunity? Navigate to a project and click **New Opportunity**. Follow the creation flow to set up your title, description, compensation, screening, and filters. See [Creating an Opportunity](https://terac.com/docs/researchers/opportunities/creating-an-opportunity). ### Can I edit an opportunity after launching it? Yes. You can adjust the participant cap, filters, compensation, and screening questions on an active opportunity. Already-screened participants are not re-evaluated when you change screening or filters. Larger changes to task structure are best made while the opportunity is paused. See [Opportunity Lifecycle](https://terac.com/docs/researchers/opportunities/opportunity-lifecycle). ### How do I pause or stop an opportunity? From the opportunity, use the status controls in the header to pause or stop. Pausing is temporary and can be reversed. Stopping is permanent. See [Opportunity Lifecycle](https://terac.com/docs/researchers/opportunities/opportunity-lifecycle). ### Can I duplicate an opportunity? Yes. Use the **Duplicate** action from any existing opportunity to create a copy with all the same settings. Adjust what you need and launch. ### What opportunity types are there? Two: **unmoderated**, where each expert completes a task on their own time (a survey, an in-app activity, or an external link), and **human-moderated**, where each expert books a live call with you. Picking a type seeds the right task defaults; everything stays editable afterwards. See [Creating an Opportunity](https://terac.com/docs/researchers/opportunities/creating-an-opportunity). ## Recruitment & Screening [#recruitment--screening] ### How do filters work? Filters determine which experts can see your opportunity. Only experts matching all your filters will have the opportunity appear in their listing. Filters are applied before participants see the opportunity. See [Filters](https://terac.com/docs/researchers/recruitment/filters). ### What is the difference between filters and screening questions? Filters control who can see and apply to your opportunity (hard requirements). Screening questions are asked during the application flow and evaluate whether an applicant qualifies (soft requirements). ### How many participants can I recruit? You set a participant cap when creating your opportunity. Recruitment continues until the cap is reached or you stop the opportunity. You can adjust the cap on an active opportunity. ### Can I invite specific experts? Not directly. You describe the audience you need through filters, a candidate profile, and screeners, and Terac matches and invites experts against that definition. If you need particular people or a re-contact of a previous study's participants, ask your Terac contact. See [Recruitment](https://terac.com/docs/researchers/recruitment). ### What are quotas? Quotas let you control how many participants you need for specific screening answers, ensuring a balanced sample. Quotas are set per screening question. See [Screening](https://terac.com/docs/researchers/opportunities/screening). ### How do I know if Terac can recruit my audience? For most audiences, the Feasibility page in your organization shows how many matching experts exist for a given set of filters. For niche or hard-to-reach audiences, request a feasibility check and share your audience, methodology, length, sample size, geography, and timeline. See [Feasibility & Coverage](https://terac.com/docs/researchers/recruitment/feasibility). ### How long does recruitment take? It depends on how common your audience is and how long the task is. Common audiences typically fill within about a week, with first completes often within a few days. Niche audiences that need targeted outreach usually take one to two weeks. Your study's delivery estimate is shown in the dashboard once it is live. See [Feasibility & Coverage](https://terac.com/docs/researchers/recruitment/feasibility). ### Can I edit screening questions after launching? Yes. You can edit screening questions on a live study. Participants who were already screened are not re-evaluated, so the change applies only to participants screened after it. See [Opportunity Lifecycle](https://terac.com/docs/researchers/opportunities/opportunity-lifecycle). ## Billing & Payments [#billing--payments] ### How does billing work? Terac uses a credits-based system. You purchase credits upfront and they are deducted when you approve participant submissions. See [Credits](https://terac.com/docs/researchers/finance/credits). ### When am I charged? Credits are only deducted when you approve a submission. You are never charged for screened-out, rejected, abandoned, or timed-out participants. ### How do I avoid running out of credits mid-study? Credits do not top up automatically, so keep a buffer above what your live studies need and top up from the Finance page when the balance runs low. If you want a standing arrangement so live studies never stall on funds, talk to your Terac contact. See [Credits](https://terac.com/docs/researchers/finance/credits). ### How do participants get paid? Payouts are triggered automatically when you approve a submission. Terac handles the payout end to end and participants choose how to receive their earnings from the options available in their region, so you never handle participant payment details. ### What does the cost per participant (CPI) include? When a cost is quoted as a single per-participant figure, that total is the participant's incentive plus Terac's platform fee. The incentive is what the participant earns; the platform fee covers sourcing, screening, and management. Longer or more specialized studies carry higher incentives. See [Pricing](https://terac.com/docs/researchers/finance/pricing). ### Will I be charged if a study has to be re-run due to a technical issue? No. Work that fails because of a platform issue on Terac's side is not charged, and a re-run for that reason is not deducted from your balance. If you think you were charged for a submission affected by a platform issue, contact support. See [Pricing](https://terac.com/docs/researchers/finance/pricing). ## Interviews & Insights [#interviews--insights] ### How does the AI moderator work? The AI moderator conducts voice interviews following your research guide. It asks questions, probes for deeper answers, and evaluates responses against your screening policy. Recordings and transcripts are saved automatically. ### Can I watch interview recordings? Yes. All AI-moderated interviews are recorded. Access them from the opportunity Submissions tab or the research guide's Interviews tab. See [Interviews](https://terac.com/docs/researchers/results/interviews). ### What are insights? Insights are AI-generated themes and findings extracted from completed interviews. They include key quotes and evidence links back to specific interview moments. See [Insights](https://terac.com/docs/researchers/results/insights). ### Why are some interviews missing screen recordings? Screen recording works on desktop. Mobile operating systems restrict screen capture, so a study that requires a screen recording should be run on desktop. A current Chrome-based browser is the most reliable for the voice session. See [Technical Requirements](https://terac.com/docs/researchers/results/interviews). ### How do I access results after a study closes? Completed interviews, recordings, transcripts, and AI summaries stay available in the opportunity Submissions tab and the research guide's Interviews tab after a study closes. You can also generate insight reports from the completed data. See [Interviews](https://terac.com/docs/researchers/results/interviews) and [Insights](https://terac.com/docs/researchers/results/insights). ## Integrations [#integrations] ### Does Terac have an API? Yes. The Terac API provides full programmatic access to create and manage opportunities, recruitment, and submissions. See the [Developer Docs](https://terac.com/docs/developers/guides). ### Can I connect Slack? Yes. The Slack integration sends real-time notifications about opportunity activity to your Slack workspace. See [Slack](https://terac.com/docs/researchers/integrations/slack). ### What other integrations are available? Terac integrates with Slack and Google Calendar. API keys are available for custom integrations. See [Integrations](https://terac.com/docs/researchers/integrations). ### How do I track completions from my own survey or task tool? Use redirect URLs. Terac sends each participant to your tool with their submission ID attached, and at the end your tool redirects them back to Terac's callback URL with a result (completed, screened out, over-quota, or rejected). Without it, completions cannot be detected and submissions are auto-rejected after sitting unconfirmed. See [External Surveys & Redirect URLs](https://terac.com/docs/researchers/integrations/external-surveys). ## Data & Privacy [#data--privacy] ### What participant data do I get? By default, Terac does not surface participant personally identifiable information such as full name or email in your results. Participants are identified by their submission and profile. See [Security](https://terac.com/docs/researchers/team/security). ### Can I recruit participants under 18? No. Terac is for adults: under the [Terms of Service](https://terac.com/legal/terms-of-service), people under 18 are not permitted to register for or use the Services, so every participant delivered to your study is 18 or older. If your research needs a minor audience, raise it with your Terac contact before building the study. See [Security](https://terac.com/docs/researchers/team/security).