Workgroups

Create a Workgroup
Workgroup Surveys & Roles
Manage Workgroups
Find a Workgroup

ENTERPRISE FEATURE: If you're interested, contact sales. If you already have an Enterprise account, contact your Customer Success Manager.

New Homepage Beta: If you’re seeing the new homepage experience and want to share a survey, click the New Homepage toggle to access the Dashboard and My Surveys.

Workgroups help organize team members with a shared purpose to work together on survey projects.

Primary Admins and Admins can create workgroups to quickly and easily share surveys with a group of people on your team. Plus, you can manage members, assign roles, and change owner status so each team member has the right level of access to surveys. You can contact your CSM to let Power Users create, own, and manage workgroups, too.

What's the difference between Workgroups and Divisions? Workgroups help organize team members collaborating on survey projects while Divisions help with administrative management of large teams.

Create a Workgroup

Image that shows user's list of workgroups, how many people are in them, how many surveys there are, and whether the workgroup is public or private. There is also a search bar, two tabs (All workgroups, My workgroups) and a button to create a new workgroup.

To create a new workgroup:

Select My Team from the main navigation.
Select Workgroups.
Click New Workgroup.
Type the Workgroup name and Purpose. Click Create Workgroup.
From the Members tab, search or click to add members to the workgroup. You can search for members of your team by name, email, or role.
From the Surveys tab, add the surveys you want to share with all members of the workgroup.
From the Settings tab, select whether the workgroup is Public or Private. Public workgroups are visible to your entire team, while private workgroups are only visible to its members.

When a team member is added to a workgroup, they're assigned the default role. Manage Members to update the default role and individual member roles.

Workgroup Surveys and Roles

Image of how to share survey. There is box to type in team members or addresses and a list of users and workgroups below.

Surveys

Add surveys to a workgroup to share it with all team members. You can add surveys when creating a workgroup or share surveys directly from the My Surveys page.

Workgroup Roles

A user’s role in a workgroup determines if they can view, access, and edit the workgroup's shared surveys. These roles only apply within the workgroup and a user’s Enterprise seat determines what role they can have.

Workgroup Role	Member Permissions
Full Access	Full permissions to view, create, edit, or delete anything in the Design Survey, Collect Responses, and Analyze sections.
Editor	Full permissions to the Design Survey section. Limited permissions to Collect Responses and Analyze sections.
Collector	Full Access to the Collect Responses section. Limited permissions to the Design Survey section and view-only access to the Analyze section.
Analyzer	Full permissions to the Analyze section. Limited permissions to view the survey design and collector list. People you're working with will see any rules, custom charts, shared data pages, exports, or text analysis features created by the survey owner or any others with Full Access or Analyzer permissions. You need to refresh the Analyze Results page to see others' changes.
Viewer	People can view the Design Survey, Collect Responses, and Analyze sections but can’t edit, share surveys with the workgroup, or make changes. This is the only role a Casual User can have in workgroups.

Manage Workgroups

Image of where to search for members to add to workgroups. There are three tabs (members, surveys, settings), a search bar, a list of members and a button to add members.

Managing Members

The Members tab displays every workgroup member's name, email, and role. This is also where you can add members to a workgroup, re-assign roles, remove members, or review team requests to join a public workgroup.

TIP! Check out the Notification Center to see Workgroup messages from the last 30 days.

Re-assign a member's role
To re-assign an individual member's role:
1. Select My Team from the top navigation.
2. Select Workgroups.
3. From the Members tab, click on . to the right of the member's name you want to re-assign. Click Assign Role.
4. Select the role from the dropdown. Click Assign.
Remove a member
To remove a member from a workgroup:
1. Select My Team from the top navigation.
2. Select Workgroups.
3. From the Members tab, click on . to the right of the member's name you want to remove. Click Remove member.
4. Click Remove.
The removed member loses access to the workgroup's shared surveys unless they are the survey owner or the survey is shared with them independently of the workgroup.
Re-assign the default role
To re-assign the default role for a workgroup:
1. Select My Team from the top navigation.
2. Select Workgroups.
3. From the Settings tab, click the Default Role dropdown and select the new default role.
4. Click Save Changes.
Review a request to join a workgroup
To review a member request to join a workgroup:
1. Select My Team from the top navigation.
2. Select Workgroups.
3. From the Members tab, Accept or Deny a member request to join the workgroup.

Update Owner

A workgroup owner, Primary Admin, or Admin can make any member an owner of the workgroup or remove owner status from an existing owner. Owners can’t remove their own owner status.

To update owner status:

Select My Team from the top navigation.
Select Workgroups.
From the Members tab, click on the three dots (...) to the right of the member you want to update. Select Make this person an owner or Remove owner status.

Delete a Workgroup

If a workgroup is no longer needed, delete the workgroup. When a workgroup is deleted, the shared surveys will no longer be available to members, unless they are owned by the member or the survey is shared independently of the workgroup.

To delete a workgroup:

Select My Team from the top navigation.
Select Workgroups.
Find the workgroup you want to delete and click the three dots (...) to the right of that workgroup.
Select Delete.

Find a Workgroup

Anyone on the team can see the workgroups they're a part of in the My Workgroups tab or view the entire team's public workgroups in the All Workgroups tab—just click My Team on the main navigation and select Workgroups.

If you'd like to join a public workgroup, you can Ask to join. This sends an email notification to the workgroup owner to review.

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