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Team Roles & Permissions

TEAMS FEATURE: This article is about the roles within a team. What are teams?

Your role in a team determines what you're able to do from a team management perspective—like team billing and managing users.

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Roles

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:

  1. Click your username in the upper-right corner of your account.
  2. Choose My Team.
  3. Click Manage Users.

Here are some basic descriptions of each role in a team:

Role
Description
Primary AdminThe person who created the team. This person manages billing for the team, and has full control over managing users.
Admin
(Enterprise teams only)
The Primary Admin of an Enterprise team can change other users to Admins. Admins get most of the same permissions as the Primary Admin, with a few restrictions.
UserEveryone else! Users can create and share surveys, but they don't have permissions to manage the team in any way.

 

Permissions by Role

What people in each role can do in your team.

 
Primary
Admin
Admin
User
Enable HIPAA-compliant features for the team
3
å
å
Edit and manage team billing
3
å
å
View team billing details on the My Account page
3
3
å
Edit the team name
3
3
å
Access to the My Team page
3
3
å
Add users
3
3
å
Reassign or delete accounts
3
3
å
Send copies of surveys to all team members
3
3
å
Add items to the team library
3
3
å
Use items from the team library
3
3
3
Share surveys with collaborators
3
3
3
Access to all the paid features associated with the plan level of the team
3
3
3
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:

  1. Log into your Primary Admin account in SurveyMonkey.
  2. Change the email address on your account to the email address of the person you want to be the new 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.

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:

  • Deanna transfers all of her surveys to Cindy's Primary Admin account.
  • Cindy deletes Deanna's User account from the team.
  • Cindy changes the email address on her own account to Deanna's email address.

If you're the current Primary Admin, follow these steps to switch the Primary Admin to someone else that's already in your team:

  1. First, before you do anything, ask the other person to log in to their account and transfer their surveys to your current Primary Admin account.
  2. Log in to your Primary Admin account in SurveyMonkey.
  3. Click your username in the upper-right corner.
  4. Choose My Team.
  5. Click Manage Users.
  6. Find the person who you want to be the new Primary Admin.
  7. Delete their account from the team.
  8. Change the email address on your account to the email address of the new person.

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:

  1. Select My Team from the top navigation.
  2. Select Manage Users.
  3. Locate the user you'd like to change to an Admin.
  4. Click the down arrow to the right of the that user and choose View User Details.
  5. Next to Role, click Change.
  6. In the Edit User Role window, choose Admin.
  7. Click Save. The new Admin will receive an email notification alerting them that you've made them an Admin.
TIP! Learn more about managing the existing users in your team in this article: Managing Users in a Team.

 

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