Workgroups

Create a Workgroup

To create a new workgroup:

1. Select My Team from the top navigation.
2. Select Workgroups.
3. Click New Workgroup.
4. Type the Workgroup name and Purpose. Click Create Workgroup.
5. 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.
6. From the Surveys tab, add the surveys you want to share with all members of the workgroup.
7. 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 & Roles

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.

Roles

A workgroup member's role determines if they can view, access, and edit the workgroup's shared surveys.

Manage Workgroups

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.

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.

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.

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:

1. Select My Team from the top navigation.
2. Select Workgroups.
3. From the Members tab, click on . 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:

1. Select My Team from the top navigation.
2. Select Workgroups.
3. Find the workgroup you want to delete and click the . to the right of that workgroup.
4. 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 on the username dropdown in the upper-right corner 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.