Team Seats, Roles, & Permissions

ARTICLE

Team Seats, Roles, & Permissions

TEAMS FEATURE: This article is about the roles within a team. What are teams? If you have an Enterprise plan, your account set up may be different from what you see in this article.

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

Seat Types & Roles

The Primary Admin invites people to fill a seat (an account) and assigns the seat a role. Someone's seat type and role set the permissions within their account and what they can do on the team.

TIP! If you have an Enterprise team, you may have different seat types and additional roles.

Seat Types

There are 2 types of seats available on Team Advantage or Team Premier Plans:

  • Full access seats have full access survey permissions and can share surveys. Full access seats can be added one by one.
  • Contributor seats have limited survey permissions and focus on one section of shared surveys, like just the Analyze section. Contributor seats can be added in bundles of 2 at a time.

Role Types

Seat type determines the type of role someone can have on the team.

RoleDescription
Primary AdminFull Access seat. The person who created the team. They have full survey permissions and full admin permissions, letting them manage billing for the team and manage seats.
Admin (Enterprise only)Full Access seat. They have full survey permissions and some admin permissions.
Full User
(previously named User)
Full Access seat. They have survey permissions to create, send, and analyze surveys, but have no admin permissions.
Analyst

Contributor seat. They have limited survey permissions—full access to analyze the results of surveys shared with them, can view and comment on the survey design, and view the collectors used to send the survey.

Viewing Seat Types and Roles

Primary Admins and Admins can view the seat type and role of everyone on the team from the Manage Users tab.

To go to the Manage Users tab:

  1. Click My Team from the main navigation.
  2. Click Manage Users.

Permissions for Full Access Seats

Here's what people in each role can do on your team:

Primary
Admin
AdminFull User
Enable HIPAA-compliant features for the team (Enterprise only)
Edit and manage team billing
Set default Settings for the entire team
(Enterprise only)
View team billing details on the My Account page
Edit the team name
Access the Team Summary
Add seats
Reassign or delete accounts
Send copies of surveys to all team members
Manage offline devices
Add items to the team library
Access and use items from the team library
Share surveys with others
Access to all the paid features associated with the plan level of the team

Permissions for Contributor Seats

Contributor seats focus on one area of a survey—the survey design, collecting responses, or analyzing results. Team members need to share surveys with Analysts so they have surveys to analyze.

Here's what Analysts can do with the team's shared surveys:

Analyst
Analyze surveys
View and comment on survey design
View collectors *
View the team Library
Own surveys
Request phone support
View Contributor seat features on the Plans and Pricing page (you'll see Full access seat features instead)
Integrations and direct API access

* This table shows what an Analyst can do if given the default access levels. Survey owners can edit permissions to prevent Analysts from accessing the Collect Responses section.

TIP! If you're an Analyst and need additional permissions, contact your Primary Admin.

Changing Someone's Seat Type or Role

If you need to change someone's seat type or role, click on an option below to learn more.

  • Change seat type
  • Change the Primary Admin
  • Change a Full User to an Admin (Enterprise Only)