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.

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GROUP VS. TEAM: We recently renamed groups to teams. You may still see the word "group" throughout the site as we make the switch. Thanks for your patience!

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:

  1. If you already have a BASIC plan, sign in to your SurveyMonkey account.
  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.
SELECT Annual, GOLD, or PLATINUM 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 yellow Create Team button and follow the steps.
  4. On the Team Pricing page, review the cost per user. (This page is only viewable when you're logged in to your annual plan.)
  5. Enter your team name and at least one email address to invite to your team. Anyone you invite to join your team will be charged as team overages after you click the Create Team button.
ENTERPRISE Plans

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.

Other Plans

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.

TIP! When you create a team, you become the Primary Admin and your entire team gains access to team collaboration features, like Sharing Surveys and Library.

 

Inviting Users

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:

  1. In the Add Users tab, select Send an email invitation.
  2. Enter the email addresses of the people you want to invite. You enter multiple addresses separated by commas, or put each email address on its own line.
  3. Customize the email message (HTML not supported).
  4. Click Send Invitations.
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:

  1. In the Add Users tab, select Set up sign-up page.
  2. In the Maximum signups field, enter a limit for how many people can use the page to sign up.
  3. Click Save and Activate.
  4. Copy the URL and share it however you'd like.

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:

  1. In the Add Users tab under the URL for the sign-up page, click Deactivate Page.
  2. Click Deactivate.

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:

  1. In the Manage Users tab, locate the email address to which you’d like to resend an invitation. Note: the email address must be in the INVITED status in order to resend an invitation to them.
  2. Click the down arrow to the right of that user and click Resend Invitation.
  3. Choose from the following options:
    • Email another invitation to the user: Send another email invitation inviting the user to join your team.
    • Copy a link to your clipboard: Share a link that this individual user can use to join your team. This link is uniquely tied to the user you're resending the invitation to, so you should only give the link to that person directly.
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:

  1. In the Manage Users tab, locate the email address whose invitation you'd like to cancel.
  2. Click the down arrow to the right of that account
  3. Click Cancel Invitation.
  4. Click Yes to confirm.
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.

 

Team Summary

On the My Team page, you can get an overview of how many users are in the team.

Term
Description
Seats Used

Any users in the Active, Invited, or Reassignment Pending status.

Seats AvailableThe number of invites you can send before you're charged team overages.
Team SizeThe total number of people who can be in or invited to your team before you're charged team overages.
Team NameThe name the Primary Admin chose when they created the team. The Primary Admin can change this at any time.
Primary AdminThe person who created the team. This person manages users and team billing.
Account OwnershipDetermines who we regard as the owner of the team.

 

Managing Users

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

 

Status
Description
ACTIVEIncludes the Primary Admin, as well as anyone who's accepted their invitation to join your team.
INVITEDThe user has been invited to join the team, but has not yet accepted the invitation.
REASSIGNMENT PENDING

The user's account is in the process of being reassigned to someone else. This means that either the Primary Admin or an Admin sent an invitation to someone else to take over this account, but they haven't accepted the invitation yet.

Neither the original owner of the account, nor the new owner, will be able to access the account until the person to whom you reassigned the account accepts the invitation. If needed, you can reassign an account in this status to a different person.

INVITATION EXPIREDThe user has been invited to join the team, but has not accepted the invitation within 30 days. Invitations expire within 30 days, but you can always resend the invitation to the same user.

 

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:

  1. In the Manage Users tab, locate the account you’d like to reassign.
  2. Click the down arrow to the right of that account and choose Reassign 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:
  • This is a permanent action and cannot be undone.
  • All survey data within the account will be permanently deleted.
  • The username will no longer be associated to the account.
  • Any surveys owned by this account and shared with others will be permanently deleted, and collaborators will lose access to the survey and its results.
  • Their seat is not deleted from your team. Instead, the seat becomes available, so you can invite another person to your team at no additional cost.

To delete an account in your team:

  1. In the Manage Users tab, locate the account you’d like to delete.
  2. Click the down arrow to the right of that user and choose Delete Account.
  3. Click Delete to permanently delete the account.
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:

  1. In the Manage Users tab, locate the user you'd like to change to an Admin.
  2. Click the down arrow to the right of the that user and choose View User Details.
  3. Next to Role, click Change.
  4. In the Edit User Role window, choose Admin.
  5. Click Save. The new Admin will receive an email notification alerting them that you've made them 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.
 
Primary
Admin
Admin*
User
Enable HIPAA-compliant features for the team
3
  
Edit and manage team billing
3
 
 
View team billing details on the My Account page
3
3
 
Edit the team name
3
3
 
Access to the My Team page
3
3
 
Add users
3
3
 
Reassign or delete accounts
3
3
 
Send copies of surveys to all team members
3
3
 
Add items to the team Library
3
3
 
Use items from the team Library
3
3
3
Share surveys to collaborate
3
3
3
Access to all the pro features associated with the pro plan level of the team
3
3
3
Account can be deleted
 
3
3

 

* 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:

  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.
Converting an 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 on 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 pro plan.
  • Who we regard as the owner of the account changes. See: Your SurveyMonkey Data

To transfer 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

Learn how to create a team, manage users, or join 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.

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