Managing Seats on Your Team
If you're a Primary Admin or Admin, you can invite people to join your team and manage existing seats from the My Team section of your account.
Jump to...
- My Team
- Adding More Seats
- Inviting People to Join
- Managing Pending Invitations
- Reassigning or Deleting Accounts
- User Statuses
My Team | ||||||||||||||||||||
My Team is the central place to find team information. You can find it in the main navigation. Team SummaryUnder the Team Summary tab, Primary Admins and Admins get an overview of the team.
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Adding More Seats |
Under the Add Users tab, you can click Add Seats to select the number of additional Full Access seats and Contributor seats you want to add to your team. On this page, you can:
Once you've paid for additional seats, click your receipt # in your confirmation to go directly to your invoice or click OK to invite people to join your team. |
Inviting People to Join |
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Ways to Invite PeopleUnder the Add Users tab, you can send an email to invite people to fill available seats. Enterprise teams can also see an option to create a team sign-up page where people in your organization can send invites to themselves to join. Teams with SSO enabled won't see either of these options and can send your team’s invite link to people. You're billed team overages for each invitation sent that exceeds the number of seats available on the team. You're billed at the time the invitation is sent. Learn more: Charges for Adding More Seats (Team Overages)
Invite People via Email
To invite people to your team via email:
Invite people
To invite people to your team via email:
It isn't possible to customize the email message. Send an email invitation
To invite people to your team via email:
You'll be charged the cost of an additional account for each invitation you send that exceeds the number of seats available on my team. The amount is prorated based on the day you invite them, and how much time is left in your team subscription. For example, if your next renewal date is in about 6 months, the cost is only about one half of what is quoted. Once you invite them, we’ll send you a team overage invoice with the exact amount. Creating a Team Sign-Up Page (Enterprise Only)
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:
Why can't I invite more people?If you can't send an invite or people can't invite themselves from the team sign-up page, you probably have an outstanding invoice you need to pay. Once you pay any unpaid invoices, you'll be able to invite more people to your team. You can find invoices in your Transaction History. Can team members see existing surveys?Not by default. Surveys are private to the person who created the survey until that person shares it with other people in the team. You can share surveys with people on your team as soon as they join so they can access existing team surveys. Primary Admins aren't able to see what surveys are in each team member's account. |
Managing Pending Invitations |
Email InvitationsYou can manage pending team invitations sent via email from the Manage Users tab of My Team. If someone has a pending invitation but you invite them to a different seat type, the most recent invitation will override the original pending request. Resending an Invitation
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:
Canceling an Invitation
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:
Team Sign-Up PageYou can manage your team sign-up page from the Add Users tab of My Team. Monitoring Sign-Ups
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:
Deactivating Your 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, unless you cancel the invitation. 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. |
Reassigning or Deleting Accounts |
As the people you need to work with change, you can reassign or delete accounts from the Manage Users tab of My Team. Reassigning an Account
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:
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. Deleting an Account
Before deleting an account, we highly recommend contacting the current owner to ensure that there is no survey data within the account that needs to be kept or transferred to another account in the team. Also, please consider the following precautions and reminders before deletion:
To delete an account in your team:
You can't delete the Primary Admin. If you want to change the Primary Admin, see Changing Someone's Role. TIP! You can also change someone's seat type or role.
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User Statuses | ||||||||||
You can check the status of every account in your team from the Manage Users tab. Here's what each status means:
TIP! To read about the different roles in a team, like Primary Admin and Full User, see Team Seat Types, Roles, & Permissions.
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