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Teams

SurveyMonkey Teams are perfect for organizations where multiple people need to create or access surveys.

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Video Overview

 

How Teams Work

A team is made up of multiple SurveyMonkey accounts. Every person in the team gets their own username and password so they can control who can access surveys in their account with fine grain permissions. All accounts in the team are managed and paid for by the Primary Admin.

Teams also unlock advanced survey and collaboration features that make working with other people easier than ever.

Common Questions

Can you see each other's surveys?

Everyone in the team has their own SurveyMonkey account and can create and send their own surveys. Surveys are private until you share them with other people on the team. You can choose what level of access they have to each section of the survey. Primary Admins can also create and send surveys, and they aren't able to see what surveys are in each account.

Learn more: Sharing Surveys with Collaborators

How much does it cost to add a user?

When you create a team, you can pay for multiple user accounts 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—an account can only belong to one team.

If you need to collaborate with another team, consider commenting or shared data pages.

 

Creating a Team

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

To create a team:

  1. Log in to your account. If you don’t have an account yet, just skip to the next step.
  2. Go to our Plans & Pricing page and choose a team plan.
    • If you’re upgrading from a free plan, choose the Total Users (the number of accounts you want in your team, including your own account). Team plans start at 3 users..
    • If you’re upgrading from a paid plan, we'll subtract the amount you already paid for the remaining days in your current plan from the cost of the upgrade.
  3. Once your payment is processed, you can send invitations or add more users to your team from the Team Summary page.

 

Joining a Team

Getting Invited

If you want to join a team, ask the Primary Admin to invite you. You may need to ask around at your organization who is in charge of your SurveyMonkey Team. Learn more: Inviting and Managing Users

Accepting Your Invitation

You’ll get an email when someone invites you to join their team. You can choose to create a new account if you want to start fresh, or convert your existing SurveyMonkey account to that team if you want to bring all your existing surveys and data along with you.

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.
  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 and data changes.
    Learn more: 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.
  2. Under the Convert an existing account tab, enter your first and last name and log in with your existing username and password.
  3. Click Convert my Account.
Joining a HIPAA-Enabled Team

A HIPAA-enabled team is a 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 won't be able to convert your HIPAA-enabled account back into a regular account or leave the team. Once your account joins the HIPAA Team, your account will not be able to leave it. If you prefer to keep control of your existing account, 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 of a team, 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.

 
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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