Teams

If you need more than one SurveyMonkey account for your organization, create a team. Team plans offer consolidated billing, user management, shared images and templates, and collaboration features that help you and your team work together to create, send, and analyze surveys.

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How Teams Work

A team is made up of multiple SurveyMonkey accounts. Each account in a team has its own username and its own surveys, but all the accounts in the team are managed and paid for by the Primary Admin.

When you're part of a team, you get collaboration features that make it easier to work with other team members on survey projects.

Common Questions

Can everyone in the team see each other's surveys?

No, not by default. Everyone in the team (including the Primary Admin) has a separate SurveyMonkey account, and each person will only see the surveys they created, unless someone on the team shares a survey with them. When you share a survey with someone, you can choose what level of access they have to each section of the survey.

Learn more: Sharing Surveys with Collaborators

How much will it cost to add another person to my team?

When you create a team, you can pay for multiple seats upfront during checkout, and then invite people to join your team and fill those seats.

Once you've created your team, you're billed team overages for each invitation sent that exceeds the number of seats available on the team. Learn more: Charges for Adding More Users (Team Overages)

Can my account belong to more than one team?

Nope—one account can only belong to one team.

 

Creating a Team

First, check to see if you already have a team in My Account.

If your plan doesn't say "team" next to it, you can create one on any of our current annual plans.

When you create a team, you become the Primary Admin—this means you're responsible for team billing and managing users. Learn more: Team Roles & Permissions

Choose your current plan below to see instructions for creating a team.

New Customers and Free Plans

To create a team:

  1. Sign in to your account, if you have one. If not, just skip to the next step.
  2. Go to the Plans & Pricing page and choose any annual plan.
  3. On the checkout page, scroll to the Additional Users field and choose the number of users you'd like in your team, in addition to your own account.
  4. If you're paying by credit card, you can set up your team and start inviting users to join as soon as you confirm your payment. If you're paying by invoice, you can start inviting users once your payment is processed.
Annual Paid Plans

To create a team:

  1. Sign in to your SurveyMonkey account.
  2. Go to the Plans & Pricing page.
  3. Under your current plan, click the Create Team button and follow the steps.
  4. On the Team Pricing page, review the cost per user. (You can only see this page if you're logged in to a current annual plan and you don't have a team already.)
  5. Enter your team name and at least one email address to invite to your team.
  6. Click Create Team. You'll be charged for each person you invited.
Monthly or Grandfathered Plans

If you have a monthly plan or a grandfathered plan, you'll need to upgrade to one of our current annual plans to create a team.

 

Joining a Team

Getting Invited

If you want to join someone else's team, the Primary Admin or Admin of that team needs to invite you. They can find instructions for inviting new users here: Inviting and Managing Users

Accepting Your Invitation

When someone invites you to join their team, you'll get an invitation sent to your email. When you accept your invitation to join the team, you can choose to create a new account as part of the team, or convert your existing SurveyMonkey account into the team.

Create a New Account

To create a new account as part of a team:

  1. Go to your email and open the invitation you received. If you didn't receive one, the Primary Admin can re-send it to you.
  2. Click Create a new account.
  3. Enter a username, password, and email address.
  4. Click Create Account.
Convert Your Existing Account
Here's what to expect when you convert an existing account to a team:
 
  • If the plan level of the team you're joining is different than your existing account, your account will be converted to the new plan type (and whatever features are available on that plan).
  • All of your surveys will remain in the account.
  • The Primary Admin of the team will take care of future billing, but you will not receive a refund for any time remaining on your existing paid plan.
  • Who we regard as the owner of the account changes. See: Your SurveyMonkey Data

To convert your existing SurveyMonkey account (including your surveys and data) to the team:

  1. Go to your email and open the invitation you received. If you didn't receive one, the Primary Admin can re-send it to you.
  2. Under the Convert an existing account tab, enter your first and last name and sign in with your existing username and password.
  3. Click Sign In.
Joining a HIPAA-Enabled Team

A HIPAA-enabled team is an team that has been enabled with HIPAA-compliant features.

If you have been invited to join an Enterprise HIPAA Team and join it by converting your existing SurveyMonkey account, your account will be HIPAA-enabled and become subject to the terms of the BAA that cover that team. This means that control of your account will be subject to your organization, and you will not be able to convert your HIPAA-enabled account back into a regular account. Once your account joins the HIPAA Team, your account will not be able to leave it. If you do not want this to occur, you can join the HIPAA Team by creating a new SurveyMonkey account.

Learn more: HIPAA Compliance & SurveyMonkey

 

Managing a Team

If you're a Primary Admin or Admin, learn more about managing your team in these articles.

Article
Description
Managing Users in a TeamLearn all about the My Team page—the place where you can invite more people to join your team, and manage the existing accounts in your team.
Team Roles & PermissionsSomeone's role in a team (Primary Admin, Admin, or User) determines what they're able to do from a team management perspective—like managing team billing or inviting more people to join the team.
Team BillingLearn all about how billing works for team plans.

 

 

Sharing and Collaborating

When you're part of a team, you get access to these collaboration features to help you work better together.

Feature
Description
Sharing Surveys with CollaboratorsShare a survey with other people so you can work together to build the survey, collect responses, and analyze results. You can also choose what they're able to do with the survey by setting different permissions for each collaborator.
LibraryYour team's library is a collection of shared images, documents, themes, and templates uploaded by the team's Primary Admin or Admin. All members of a team can use items from the Library when they create new surveys.

 
If you need more than one SurveyMonkey account for your organization, create a team. Team plans offer consolidated billing, user management, shared images and templates, and collaboration features that help you and your team work together to create, send, and analyze surveys.

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