SurveyMonkey

BETA FEATURE: Divisions is currently only available to some Enterprise teams.

A Division is a sub-group within your Enterprise team, with its own admins, users, and division library. Primary Admins and Admins can add divisions for different departments, offices, clients, cost centers, or any other groups you want to manage separately or give unique branding assets.

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

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

SeatRoleDescription
PowerPrimary AdminThe Primary Admin is in charge of billing, library management, and role assignments.
PowerAdminAdmins get most of the same permissions as the Primary Admin, including the ability to manage divisions, libraries, and roles.
PowerDivision AdminThe Primary Admin or Admin can change Users to Division Admins. Division Admins manage their assigned divisions, people in those divisions, and their division libraries.
PowerPower UserPower Users can create and share surveys using all the Enterprise features and tools. They can be assigned to one division and can create and share surveys using the assets in their library. They don't have permission to manage the team or divisions.
CasualCasual UserCasual Users have access to simple SurveyMonkey features and can create surveys and preview teammates’ work. Enterprise teams have unlimited Casual seats. Like Power Users, they can be assigned to one division and can create and share surveys using the assets in their library. They don't have permission to manage the team or divisions.

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

Primary Admin or Admin
Division Admin *
Power and Casual Users
Create divisions
Add or remove Division Admins
Edit division settings
Delete divisions
Import a CSV spreadsheet to manage Users
Add assets to the team library
See Divisions
Add Users to a division
Transfer Users
View division Activity
View User Report
Add assets to division libraries

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

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.

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

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.

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.

TIP! Import Users by CSV file to assign Division Admins and add Users to divisions all at once.

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.

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.

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

TIP! Import Users by CSV file to add or transfer Users and assign Division Admins to divisions all at once.

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.

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.

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.

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.

View our example screenshot to see how to properly format your CSV file. 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.

Header row of a spreadsheet with 4 columns, 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.

Saving your CSV file You may be able to save your CSV file in various .csv formats and not all formats will save and import successfully. Try saving your file as either: CSV UTF-8 (Comma delimited) | MS-DOS Comma Separated

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.

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

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

View our example screenshot to see how to properly format your CSV file. 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: User name, Email, Role, Division (user), Division (admin).

Header from csv sheet that has A:1 = Username, B:1 = Email, C:1 = Role, D:1 = Division (user), E:1 = 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:
RoleCSV Term
Primary Adminaccount_owner
Adminadmin
Division Admindivision_admin
Power Userregular
Casual Usercasual
Pending inviteunspecified

Saving your CSV file You may be able to save your CSV file in various .csv formats and not all formats will save and import successfully. Try saving your file as either: CSV UTF-8 (Comma delimited) | MS-DOS Comma Separated

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.

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