Managing Team Plans
If you need multiple SurveyMonkey accounts for your organization, you can create a team. Team plans offer consolidated billing, user management, and collaboration features that help you and your team work smarter and faster to create, send, and analyze successful surveys.
If you're a Primary Admin or Admin in a team, click your username in the upper-right corner of your account to go to the My Team page.
- Creating a Team
- Inviting Users
- Team Summary
- Managing Users
- Roles & Permissions
- Joining a Team
- Team Billing
Creating a Team
You need an annual plan to create a team. Follow the instructions below to create a team depending on the plan you currently have.
New Customers & BASIC Plans
To create team:
SELECT Annual, GOLD, or PLATINUM Plans
To create a team:
If you have an ENTERPRISE plan, you already have a team plan—you can invite users to join at any time. You're billed team overages for each invitation sent that exceeds the number of seats available on the team.
If you have a SELECT Monthly plan or a grandfathered plan, you'll need to upgrade to one of our current annual plans to create a team. Then you can follow the instructions above for SELECT Annual, GOLD, or PLATINUM plans.
Under the Add Users tab, you can invite people to join your team via email, or you can create a team sign-up page where people in your organization can send invites to themselves to join.
Your team size includes anyone invited to your team—whether you send them an invite or they invite themselves from a team sign-up page. Primary Admins are billed team overages for each invitation sent that exceeds the number of seats available on the team.
Inviting Users via Email
To invite users to your team via email:
Creating a Team Sign-Up Page
You can activate a sign-up page and share its URL with anyone to allow people to join your team on their own. Anyone with the link can enter their email address to send themselves an invitation to join your team.
To create a sign-up page:
Managing a Sign-Up Page
You can return to the Add Users tab at any time to monitor the number of signups started through the sign-up page. This number indicates how many users have requested an invitation through the sign-up page—not how many users have accepted their invitation.
Deactivating a Sign-Up Page
You can deactivate a sign-up page at any time to prevent any new people from joining your team through the link. Anyone that already started the sign-up process through the link will still be able to complete it. However, you can still cancel invitations from the Manage Users tab.
To deactivate a sign-up page:
If someone tries going to a deactivated sign-up page, they'll see a message that the page was deactivated.
Resend an Invitation
You can resend an invitation to any user in the INVITED or INVITATION EXPIRED status. You're not charged team overages for resending invitations since you were already charged team overages for the first invite.
To resend an invitation:
Cancel an Invitation
You can cancel any invitation in the INVITED status. Canceling an invitation will disable the invitation link that was already sent to the user. If you cancel an invite, you can send another one no additional cost since you were already charged team overages for the first invite.
To cancel an invitation:
Why can't I invite more users?
If you can't send an invite or people can't invite themselves from the team sign-up page, you probably have an invoice you need to pay. Once you pay any unpaid invoices, you'll be able to invite more users. You can find invoices in your Billing Details.
On the My Team page, you can get an overview of how many users are in the team.
Under the Manage Users tab, you can view a full list of everyone that's been invited to your team, as well as a breakdown of who's joined and who hasn't. Depending on a user's status, there are some actions you can take.
Active, Invited, Invitation Expired & Reassignment Pending
Reassign an Account
You can reassign any User or Admin account in your team to another person, along with all of the surveys and data contained within it. You're not charged team overages for reassigning accounts since you were already charged for the seat.
To reassign an account:
Until the new user accepts their invitation, the status of the account will be REASSIGNMENT PENDING.
If the account is a collaborator on any shared surveys, the survey will remain shared with the account—even after it's reassigned to a different person.
Delete an Account
Before deleting an account, we highly recommend contacting the current user to ensure that there is no survey data within the account that needs to be kept. Also, please consider the following precautions and reminders before deletion:
To delete an account in your team:
Change a User to an Admin
You can only change a User to an Admin if you're the Primary Admin of an Enterprise team. Other teams don't have Admins.
To change a User to an Admin:
Change the Primary Admin
To change the current Primary Admin to someone else, the current Primary Admin must change the email address on their account to the new Primary Admin's email address.
The current Primary Admin will lose access to the account and all surveys and data in it. They won't be a part of the team anymore unless the new Primary Admin invites them.
If the new Primary Admin is already a user in the team, the current Primary Admin will first need to delete the new Primary Admin's account from the team before they can update the email address on their account to the new Primary Admin's email. Then the new Primary Admin can invite the current Primary Admin to fill that empty seat at no additional cost.
Roles & Permissions
Under the Manage Users tab, the role listed next to each user indicates what permissions they have.
TIP! When someone joins a team, they can start creating their own surveys right away. However, by default they have no permissions to access any existing surveys in anyone else's account. People in a team have to share surveys with one another.
* The Admin role is available on ENTERPRISE plans only.
Joining a Team
When you accept an invitation to join a team, you can create a new account or convert your existing SurveyMonkey account into the team.
Once you join a team, the Primary Admin can reassign your account to someone else or delete your account at their discretion.
Creating a New Account
To create a new account as part of a team:
Converting an Existing Account
Here's what to expect when you convert an existing account to a team:
To transfer your existing SurveyMonkey account (including your surveys and data) to the team:
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