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Manage Your Team's Surveys

ENTERPRISE TEAMS: This article is for Enterprise teams. If you're interested in an Enterprise plan, contact sales.

If you are a Primary Admin, Admin or Division Admin, you can see the surveys created by people on your team and help manage those surveys. This is helpful for transferring a survey from one account to another or for deleting surveys the team doesn’t need.

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Viewing a User’s Surveys

Take a look at the surveys created by each person on your team and decide if you need to take action.

  1. Select My Team from the main navigation.
  2. Select Manage Users.
  3. Find the user whose surveys you’d like to review, click . and choose Manage Surveys.

When you view someone’s surveys, you can see how many surveys the user has created, shared, and has open collectors for. Scroll to see a detailed list and find each survey’s title, date created, status, and number of responses. To see the survey design, select the title to preview.

 

Transfering Surveys from One Account to Another

If you need to transfer a survey from one account to another—which can be helpful when someone leaves and a teammate needs to take over—first, view the person’s surveys you’d like to transfer. You can transfer most surveys except those that accept payments or use a Kiosk collector in offline mode.

To transfer a survey:

  1. Select one or multiple surveys to transfer.
  2. If you’ve selected one survey, click . and choose Transfer. If you’ve selected multiple surveys, click the Actions dropdown and select Transfer.
  3. Enter the name, email, or address of the person you’d like to transfer to. They must have a Power seat to become the new survey owner.
  4. Select Transfer. The new survey owner will be notified and see the survey in their account.

 

Deleting a User’s Surveys

To get started, find the person’s surveys you’d like to delete. You can’t undo the action, so make sure everyone is comfortable with you deleting a survey for this person.

 

To delete a survey:

  1. Select one or multiple surveys to delete.
  2. If you’ve selected one survey, click . and choose Delete. If you’ve selected multiple surveys, click the Actions dropdown and select Delete.
  3. Review the number of surveys you’ve selected and click Delete to confirm.

 

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