Managing Seats on Your Team

To invite people to your team via email:

1. Go to My Team.
2. Click Add Users.
3. Select the option below that describes what you see on your screen:

You can activate a sign-up page and share the URL 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 create a sign-up page:

1. Go to My Team.
2. Click Add Users.
3. Choose Set up sign-up page.
4. In the Maximum signups field, enter a limit for how many people can sign up.
5. Click Save and Activate.
6. Copy the link and share it however you'd like.

You can resend an invitation to anyone with the Invited or Invitation Expired status. You're not charged team overages for resending invitations.

To resend an invitation:

1. Go to My Team.
2. Click Manage Users.
3. Find the person you want to send another invitation to.
4. Click . to the right of that person and click Resend Invitation.
5. Choose from the following options:
   • Resend Invitation: Sends another email invitation inviting the person to join your team.
   • Copy invitation link: Gives you a link you can share with the person. This link is uniquely tied to the person you're resending the invitation to, so you should only give the link to that person directly.

You can cancel any invitation in the Invited status.

Canceling an invitation will disable the invitation link that was already sent out. If you cancel an invite, you can send someone else an invite at no additional cost since you were already charged team overages for the first invite.

To cancel an invitation:

1. Go to My Team.
2. Click Manage Users.
3. Find the person whose invitation you'd like to cancel.
4. Click . to the right of that person.
5. Click Cancel Invitation.
6. Click Yes to confirm.

You can see the number of signups started through your sign-up page at any time. This number indicates how many people have requested an invitation through the sign-up page—not how many people have signed up for an account from the invitation.

To see the number of signups started through your team sign-up page:

1. Go to My Team.
2. Click Add Users.
3. Choose Activate a sign-up page.
4. Under the link, you'll see the number of signups initiated out of the maximum number of signups you chose when you created the 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, unless you cancel the invitation.

To deactivate a sign-up page:

1. Go to My Team.
2. Click Add Users.
3. Under the URL for the sign-up page, click Deactivate Page.
4. Click Deactivate.

If someone tries going to a deactivated sign-up page, they'll see a message that the page was deactivated.

You can reassign any Full 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. Go to My Team.
2. Click Manage Users.
3. Find the account you'd like to reassign.
4. Click . to the right of that account and choose Reassign Account.
5. Enter the email address of the person you want to reassign the account to.
6. Click Send email.

Until the new person accepts their invitation, the status of the account will be Reassignment pending.

If the account has any shared surveys, they will remain shared with the account—even after it's reassigned to a different person.

To delete an account in your team:

1. Go to My Team.
2. Click Manage Users.
3. Find the account you'd like to delete.
4. Click . to the right of that account and choose Delete Account.
5. Click Delete to permanently delete the account.

You can't delete the Primary Admin. If you want to change the Primary Admin, see Changing Someone's Role.