If you are a member of an Organization and are currently looking to apply for program, on behalf of the organization, below are a few of our commonly asked questions within SurveyMonkey Apply.
NOTE: For general questions about creating and editing applications in the site you can refer to the Application and Recommendation FAQs in our Applicant FAQ.
Registration as an Organization will depend on whether or not registration has been opened, and whether the site has the option to register on behalf of an organization. If you do not have the option to register as an organization in the site, please contact the site administrators using the info (i) icon.
If registration is open to the public:
For more information in regards to any additional information that may be required for you or if you are unable to locate the ability to register we would recommend reaching out to the site administrators.
When you are in the process of registering for a site using the SurveyMonkey Apply registration you may receive errors while trying to register.
In order to register for the site, you will need to complete all required fields within the registration form. If you are having difficulty registering, check for this warning in regards to a missing field:
When you register to a SurveyMonkey Apply site as an applicant, recommender, reviewer, or administrator to a site, or Organization Admin an account is created for you within the SM Apply database. Therefore, once you have registered for an account within one site you will need to re-register using the same password and credentials as the existing account.
If this is the case, then you will be informed that "An account with this email already exists." You will then be prompted to:
NOTE: If you are already registered as an Individual in the site, you can refer to I already have an Individual Account, how do I register as an Organization?
If you are already a member of a site as an Individual and wish to register on behalf of an organization:
If your organization already has an account within the system, you'll need to be added to it manually. To be added, reach out to the primary administrator of your organization.
If you are unsure if your organization already has an account, email the site administrators using the site's info (i) icon. The site admin can confirm if your organization exists on the site and who's the primary contact.
If you are a member of a site that allows both Organization and Individual applications, you can toggle between your two accounts to access the different applications.
To edit your Organization's Profile:
When an organization is first registered, the user that registered the organization will become the Primary Administrator. This means they will have full administrative permissions to the organization and will be the main point of contact for the site's administrators.
If you are the Primary Administrator you have the option of transferring this access to another member of the organization:
NOTE: If you are currently an organization administrator and wish to become the Primary Administrator, for example, if the original Primary Administrator has left the Organization, we would recommend reaching out to the site administrators for further assistance.
To add a logo or image to your organization's profile:
If you are a Primary or Organization Administrator you can email other members of your organization directly from the site.
To email your members:
Once you have created your organization you can add additional members to assist you wish creating applications.
Uploading Duplicate Entries
If the primary administrator already exists within your site, you can select how you would like to treat duplicates that may exist in your import. The options you can choose from are:
|Skip||If there is an email address in the import that already exists in your site, the upload will completely skip over this user, and no further information will be updated.|
|Overwrite Existing Fields||In some cases, information may have changed for your users. With this option, if the site recognizes a duplicate it will use the information in the upload to overwrite the information that exists in the site.Use this if you are trying to add members to a new team.|
Within an organization there can be three different member roles:
|Primary Administrator||This is the organization member that initially creates the Organization and has full administrative control over the organization's members and applications. They will be able to transfer ownership of the organization, as well as edit and remove members of the organization at any time.NOTE: They will be the primary contact for that organization.|
|Administrator||These members have similar control over the organization's members and applications as the Primary Administrator. However, they will only be able to edit and remove non-administrative members, or inactive Administrators.|
|Non-Administrative Members||These members will be able to edit applications on behalf of the organization but will not have access to manage the organization's profile and members. They will also not be able to create or submit applications for an organization.|
Teams can be a useful tool for organizing your organization's members. For example if you have several members working together from the Marketing department of your organization, you can create a team for them in the site. Additionally, when creating an application, members will be able to easily share access to their application to the entire team.
Once you have created your teams you can add your members to them. You can add users to a team individually, in bulk, or through a member import.
To add individual team members:
To add team members in bulk:
To add team members during a member import:
If you no longer wish for a member to be apart of a team you can remove them individually from a team, or you can remove the members in bulk.
To remove individual team members:
To remove team members in bulk:
To rename a team:
As an Organization Administrator, you can manage the other members of your organization. You can:
To change a member's role:
The member's Role will be updated.
To toggle or limit a user's access:
This will only prevent the member from accessing the organization account and will not affect the member's individual account.
To completely remove a member from the organization:
To create and edit applications as part of an organization, members need to be activated. When a member is invited, they'll receive an email request to activate their account.
As an organization administrator, you can manually activate your members' accounts: