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Enterprise Team Seats, Roles and Permissions

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Enterprise Team Seats, Roles and Permissions

Seats & Roles
Permissions
Change Your Seat or Role
Manage Your Enterprise Team

ENTERPRISE TEAMS: This article is for some Enterprise teams. If you have Team Advantage or Team Premier, see Team Seats Roles and Permissions.

Your seat and role on a team controls what account permissions you have and how you can work together with your team.

Seats and Roles

Power and Casual

Some Enterprise teams have a set number of Power seats and unlimited Casual seats. To see if your Enterprise plan has Casual seats included, reach out to your CSM.

Within these two seat categories, role assignments create your team’s collaboration structure. Here are the seats and their various roles:

Seat	Role	Description
Power	Primary Admin	The Primary Admin is in charge of billing, library management, and role assignments.
Power	Admin	Admins get most of the same permissions as the Primary Admin, including the ability to manage divisions, libraries, and roles.
Power	Division Admin	Division Admins manage their assigned divisions, people in those divisions, and their division libraries.
Power	Power User	Power Users can create and share surveys using all the Enterprise features and tools, with access to paid integrations.
Casual	Casual User	Casual Users have access to simple SurveyMonkey features and can create surveys and preview teammates’ work. Some Enterprise teams have unlimited Casual seats.

Legacy

If your Enterprise team is on a Legacy plan, you will see Full Access and Starter seats instead of Power and Casual. For questions on your plan specifics, reach out to your Customer Success Manager.

Within these two seat categories, role assignments create your team’s collaboration structure. Here are the seats and their various roles:

Seat	Role	Description
Full Access	Primary Admin	The Primary Admin is in charge of billing, library management, and role assignments.
Full Access	Admin	Admins get most of the same permissions as the Primary Admin, including the ability to manage divisions, libraries, and roles.
Full Access	Division Admin	Division Admins manage their assigned divisions, people in those divisions, and their division libraries.
Full Access	Full User	Full Users can create and share surveys using all the Enterprise features and tools.
Starter	Starter User	Starter Users have access to simple SurveyMonkey features.

Permissions

Power and Casual Features

Here’s a handy comparison guide between the different features available to Power seats and Casual seats:

Building Surveys

Building Surveys	Power	Casual
Unlimited surveys	✅	✅
Unlimited questions	✅	10 questions per survey.
Advanced questions (matrix, comment box, click map, star rating, a/b tests, file upload, etc.)	✅	Essential question types.
Logic (skip logic, answer piping, randomization, disqualification, quotas, custom variables, etc.)	✅	Can’t add logic.
Advanced logic (advanced branching, advanced piping)	✅ *	Can’t add logic.
Multilingual surveys*	✅ *	Can’t add a translation file.

Branding

Branding	Power	Casual
Team themes	✅	✅
Premium and custom themes	✅	Standard themes.
Custom chart colors	✅	Default chart colors.
Hide branding (survey footer, shared data, closed page)	✅	SurveyMonkey branding.
Add your logo	✅	Can't add logo.
Custom url ending	✅	Randomly-generated url ending.
White label url	✅	surveymonkey.com url.
Survey end page (plus custom thank you, custom disqualification)	✅	SurveyMonkey end page.

Sending

Sending	Power	Casual
Send as often as you need and no response cap	✅	✅
Advanced collectors (email invitation, website embed, offline kiosk, text message, QR code, etc.)	✅ *	Web Link only.
Survey recurrence	✅	Can’t auto generate surveys.
Smart notifications	✅	Can’t trigger emails.
Integrations and direct API access	✅	Can't access.

Analyzing

Analyzing	Power	Casual
View all responses	✅	✅
Export data	✅	Exports (except SPSS)*, shared data pages, and dashboards. Can only export surveys created within your account or shared by another Casual User.
Unlimited rules and filters on surveys you own	✅	Apply one rule at a time.
Unlimited rules and filters on surveys shared with you	✅	View only.
Combined filters	✅	Can’t add combined filters.
Saved views	✅	Shared data pages and dashboards.
Crosstab reports	✅	Shared data pages and dashboards.
Advanced analysis (response quality, sentiment analysis, word cloud, tagging, statistical significance, etc.)	✅	Charts and data tables.

Collaborating

Collaborating	Power	Casual
Share and collaborate on surveys	View only on surveys shared by Casual seats	View only on surveys shared by Power seats.
Collaborate in workgroups	✅	View only.
Password protection (survey access, shared data, shared dashboard)	✅	Anyone with the link can view.
Receive transferred surveys	✅	Can’t transfer to Casual seats or receive any transfers.
Offline kiosk	✅	Can’t download offline surveys.
Phone support	✅	Email and chat support only.

* Add-on feature available to Power seats depending on plan and admin settings

Power Seat Admin Roles

In addition to the Power seat features, Primary Admins and Admins can do more to manage their team. Here are important differences between the roles:

	Primary Admin	Admin
Add items to the team library	✅	✅
View team summary	✅	✅
View and manage users	✅	✅
Invite users to join the team	✅	✅
Ongoing support from Customer Success Manager	✅	✅
View team activity	✅	✅
Manage billing details	✅	View only.
Manage logins and signups with account control	✅	Manage users and invite users.
Set default permissions for the entire team	✅	Depends on global setting.
Manage global team wide settings	✅	View only, select settings.

* To learn about Division Admins, see Divisions

Change Your Seat or Role

How do I change my seat or role?

If you want a Power seat, click Request Power Seat at the top of any page to send your Primary Admin a request, or click Request feature when you see a locked feature you’d like to use.

For all other requests, reach out to your Primary Admin. To find their email, click your username in the main navigation, go to My Account, and find your Primary Admin’s email under Account Details.

How do I check the status of my Power seat request?

Click Request Power Seat at the top of any page to see when you sent your request, your Primary Admin’s email, and an option to remind them with one click. You will get an email once the Primary Admin has accepted or declined your request.

Can I request a Power seat if I’ve already been declined?

Yes—you can always request a Power seat. If you’ve been declined in the past, check in with your Primary Admin to make sure they understand your request.

What happens if my role changes from a Power user to Casual user?

You can only access features available for Casual seats.

Open surveys with more than 10 questions and Power user features will continue collecting responses. As a Casual user, you won't be able to add any more questions, edit Power branding features, or add new collectors. If you have a collector open, you can close the collector, and edit collector options available for casual users.

If you still need Power user capabilities, reach out to your Primary Admin and request a Power seat.

Manage Your Enterprise Team

To manage your Enterprise Team, you must be a Primary Admin or Admin. Division Admins, see Divisions.

Changing Seats or Roles
The following steps work for most seat and role changes, but keep in mind a couple of exceptions.
- You can change a user’s Power seat to Casual once every 90 days, but can switch them back to a Power seat at any time.
- Changing your Primary Admin is a different process — see changing the Primary Admin.
To change a seat or role:
1. Select My Team from the main navigation.
2. Select Manage Users.
3. Locate the username of whose seat or role you’d like to change, select the 3 dots and choose View User Details.
4. Next to seat or role, select Change.
5. Choose a new seat or role.
6. Select Save. The user will receive an email notifying them that you've changed their role or seat type.
Changing Multiple Users’ Permissions at Once
Changing the Primary Admin
If you can’t log into the Primary Admin account, contact support.
The Primary Admin can edit their account details (name, email address, etc.) to give the role to a new person.
However, steps to complete this process depend on whether the new person is already on the team.
Change to someone who isn't on 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.
Change to someone who is on the team
Changing the Primary Admin to someone else that's already part of your team is a multi-step process.
If you're the current Primary Admin, follow these steps to switch the Primary Admin to someone else that's already on your team:
1. Before you do anything, ask the other person to log in to their account and transfer their surveys to the current Primary Admin account.
2. Log in to the Primary Admin account in SurveyMonkey.
3. Select My Team from the main navigation.
4. Select Manage Users.
5. Find the person who you want to be the new Primary Admin.
6. Delete their account from the team.
7. 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 the open seat at no additional cost.
If you change the email address on your account to someone else, you'll lose access to the account and all surveys and data within it. You won't be a part of the team anymore unless the new Primary Admin invites you to join the team.

Power Seat Requests

How do I review Power seat requests from my team?
1. Select My Team from the main navigation.
2. Select Manage Users.
3. If there is a pending request, there will be a notification at the top of the page. Select View request to review and either decline or approve the request.
How many Power seats can I assign?
Each Enterprise plan has a set amount of Power seats to assign. To see how many seats your plan has:
1. Select My Team from the main navigation.
2. On your Team Summary, review Seats available.
3. See the Power seats you have available and how many have been assigned.
TIP! Interested in more Power seats? Reach out to your Customer Success Manager.

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SurveyMonkey

Enterprise Team Seats, Roles and Permissions

Seats and Roles

Power and Casual

Permissions

Power and Casual Features

Power Seat Admin Roles

Change Your Seat or Role

How do I change my seat or role?

How do I check the status of my Power seat request?

Can I request a Power seat if I’ve already been declined?

What happens if my role changes from a Power user to Casual user?

Manage Your Enterprise Team

Power Seat Requests

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