Team Roles & Permissions
If you're the Primary Admin or Admin of a team, you can view the roles of everyone in the team from the Manage Users tab My Team:
Here are some basic descriptions of each role in a team:
Permissions by Role
What people in each role can do in your team.
Survey Permissions When someone joins a team, by default they have no permissions to see the surveys in anyone else's account. People in a team can share surveys with one another and set permissions on each section of the survey to control access.
Changing Someone's Role
If you need to change someone's role in your team, here's how.
Change the Primary Admin
To change the Primary Admin on the team, the Primary Admin can edit their own account details to the new person's account details.
To complete this process, the steps the current Primary Admin needs to follow depend on whether the new Primary Admin is already part of the team or not.
The new Primary Admin isn't in the team yet
To change the Primary Admin:
By going through this process, you'll lose access to the account and all surveys and data in it. You won't be a part of the team anymore unless the new Primary Admin invites you.
The new Primary Admin is already in the team
Changing the Primary Admin to someone else that's already part of your team is a multi-part process, so we'll start with an example.
In this example, Cindy and Deanna are already part of the same team. Cindy is the Primary Admin, and Deanna is a User. Cindy wants to make Deanna the new Primary Admin instead. Here's what needs to happen:
If you're the current Primary Admin, follow these steps to switch the Primary Admin to someone else that's already in your team:
If the original Primary Admin still needs to be in the team, the new Primary Admin can invite them to fill that empty seat at no additional cost.
Change a User to an Admin (Enterprise Only)
You can only change a User to an Admin if you're the Primary Admin of an Enterprise team. Other teams don't have the Admin role.
To change a User to an Admin:
TIP! Learn more about managing the existing users in your team in this article: Managing Users in a Team.