Divisions

Roles and Permissions

Roles

Here's a basic overview of the roles for divisions:

Permissions

Here's what people in each role can do in divisions:

* Division Admins can only manage and view Users, info, and library assets in their divisions.

Adding and Managing Divisions

Primary Admins and Admins can add one division at a time or import a CSV file to add or update multiple divisions at a time.

Adding a Division

To create a division:

1. Select My Team from the top navigation.
2. Select Divisions.
3. Click Add Division.
4. Enter a unique Division name—up to 255 characters.
5. (Optional) Enter a Description, Region, and Cost center. Descriptions can have up to 300 characters and the other fields can have up to 255 characters.
6. Click Add Division.

Once your division is created, add Division Admins and add users to the division.

Adding or Editing Multiple Divisions at a Time

Import a CSV file to add new divisions or update existing ones.

Editing a Division

To edit the division settings:

1. From the Divisions tab, click on the division name.
2. Click Settings.
3. Edit the Division name, Description, Region, or Cost center. Descriptions can have up to 300 characters and the other fields can have up to 255 characters.
4. Click Update Division.

Deleting a Division

To delete divisions:

1. From the Divisions tab, check the box next to the divisions you want to delete.
2. From the menu that appears at the bottom of the page, click Delete.
3. Click Delete.

After a division is deleted, Users that were in that division become available to add to another division. If you decide not to add them to a division, the Users still have an account as part of the team. All surveys and data will remain in each User's account.

Managing Division Admins

Adding a Division Admin

To add a Division Admin:

1. From the Divisions tab, click on the division name that you want to add a Division Admin to.
2. Click the Admins tab.
3. Click the + Add Admins button.
4. Search and select Users. Primary Admins and Admins can't be Division Admins.
5. Click Add to admins.

When someone is a Division Admin, they can see their divisions from the Divisions tab and add or manage Users in their divisions. Someone can be a Division Admin in multiple divisions, and a division can have multiple Division Admins.

Removing a Division Admin

To remove someone's Division Admin role:

1. From the Divisions tab, click on the division name that you want to remove a Division Admin from.
2. Click the Admins tab.
3. Search and select the Division Admins to remove.
4. From the menu that appears at the bottom of the page, click Remove from admins.

If the Division Admin is also a User in the division, they'll remain a User in the division. If they're also a Division Admin for another division, they'll remain the Division Admin for that division.

Notifications

When someone is added or removed as a Division Admin, we send them a notification email to their account email address.

Adding and Managing Users in Divisions

Adding Users

To add Users to a division:

1. From the Divisions tab, click on the division name that you want to add Users to.
2. Click + Add Users.
3. Search and select Users to add to the division.
4. Click Add Users.

Why can’t I add a User?

Primary Admins and Admins can add Users to any division while Division Admins can only add Users to their divisions.

Users need to be part of the team before they can be added to a division.

Someone can be a User in one division at a time. If you search for a User that you know is part of your team but see No result found, it means the User is already in a different division.

Removing or Transferring Users

Primary Admins and Admins can transfer Users out of a division to remove them, or transfer Users to another division. Division Admins can remove Users from their division, but can only transfer Users to another division if they're also the Division Admin.

To transfer Users:

1. From the Divisions tab, click on the division name.
2. Search and select Users to transfer.
3. From the menu that appears at the bottom of the page, click Transfer users.
4. Select Transfer out of division to remove the Users. Or, select Transfer to another division and Select a division to transfer the Users to.
5. Click Save.

Importing Divisions by CSV

How It Works

Import a CSV file to add new divisions or update existing ones. You'll be able to add or manage Users in divisions after divisions are set up.

Spreadsheet Setup

Download our Example template to start with a properly formatted CSV file that you can edit, save as, and re-import. If you start from scratch, create a spreadsheet in an application like Excel, Numbers, or Google Sheets.

Make sure you set up your spreadsheet's first row with these header fields: Division name, Description, Region, and Cost center

Follow these guidelines when adding data to your spreadsheet:

• Descriptions can have up to 300 characters and the other fields can have up to 255 characters
• The file can have up to 200 rows
• Division name is required
• If you're updating existing divisions, make sure the division name on your spreadsheet matches what's in SurveyMonkey, otherwise a new division will be created.

How to Import

To import divisions by CSV:

1. Go to the Divisions tab.
2. (Optional) Click Export CSV to download a complete list of divisions and their settings in case you need to reference it later.
3. Click the down arrow next to the Add division button and select Import CSV.
4. (Optional) Click Download example template to download a properly formatted CSV file that you can edit and re-import.
5. Drag and drop your CSV or browse your computer to attach your CSV file.
6. Click Next. Preview the first few rows of your CSV to confirm your data is in the right order.
7. Click Import. While your import is in progress, don't close or refresh the page.
8. Once your import is finished click Download report to view the import status per division and any import errors. If you dismiss the Import finished message, you won't be able to download the report.

Import Errors

Once your import is finished, you'll be able to Download a report to view the import status for each row. If there are errors, you can fix them and re-import the file to try again.

If there's an Import Error when you upload your CSV file, it's likely that:

• The data isn't formatted properly
• The columns aren't in the right order
• Not all divisions have a division name
• There's extra data in your spreadsheet
• The spreadsheet has more than 200 rows
• The CSV file isn't saved in the right CSV format

Importing Users by CSV

How It Works

Primary Admins and Admins can add or update their team's division and role assignments by importing a CSV file.

Spreadsheet Setup

Download our example template to start with a properly formatted CSV file that you can edit, save as, and re-import. If you start from scratch, create a spreadsheet in an application like Excel, Numbers, or Google Sheets.

Make sure you set up your spreadsheet's first row with the following header fields: Username, Email, Role, Division (user), Division (admin)

Follow these guidelines when adding data to your spreadsheet:

• Each User is on their own row
• Username is required and matches what's in SurveyMonkey
• The file can have up to 10,000 rows and is less than 5MB
• Use commas to separate the division names if adding a User as a Division Admin of multiple divisions
• For the Role column, find the right role in this list and, in the cell, use the term next to it:

   

  Role	CSV Term
  Primary Admin	account_owner
  Admin	admin
  Division Admin	division_admin
  Power User	regular
  Casual User	casual
  Pending invite	unspecified

How to Import

To import a CSV file:

1. Go to the Manage Users tab.
2. (Optional) Click Export CSV to download a complete list of Users in your team and their account status.
3. Click Import CSV.
4. (Optional) Click Download example template to download a properly formatted CSV file that you can edit and re-import.
5. Drag and drop or browse your computer to attach your CSV file.
6. Click Next.
7. Preview the first 5 rows of your CSV to confirm your data is in the right order. Click Next.
8. Once your import is finished click Download report to view the import status per User and any import errors. Once you dismiss the Import finished message, you won't be able to download the report.

Import Errors

Once your import is finished, you’ll be able to Download a report to view the import status for each row. If there are errors, you can fix them and re-import the file to try again.

If there's an Import Error it could be:

• The data isn't formatted properly
• The columns aren't in the right order
• There's extra data in your spreadsheet
• There are more than 10,000 rows or your spreadsheet is over 5 MB
• The file needs to be saved in a different CSV format
• The spreadsheet includes more Users than there are seats in your team
• You're changing a Power User to a Casual User more than one time within a 90 day time frame