SurveyMonkey

In this article

Managing Seats on Your Enterprise Team

SurveyMonkey

Managing Seats on Your Enterprise Team

My Team
Inviting People to Join
Importing Users by CSV
Managing Pending Invitations
Reassigning or Deleting Accounts
User Statuses

ENTERPRISE TEAMS: This article is for Enterprise teams. If you have Team Advantage or Team Premier, see Managing seats on your Team.

My Team

If you're a Primary Admin or Admin, you can invite people to join your team and manage existing seats from the My Team section of your account.

My Team is the central place to find your Enterprise team information. You can find it in the main navigation.

Team Summary

Under the Team Summary tab, Primary Admins and Admins get an overview of the team.

Term	Description
Seat	An account on the team that you've already paid for. There may be three seat types: Power seats , Contributor seats and Casual users.
Seats Used (or Filled seats)	The accounts on your team that are already assigned to someone. This includes seats in the Active, Invited, or Reassignment pending status.
Seats Available (or Empty seats)	The number of seats you've already paid for, but aren't being used yet. If you're interested in more Power seats, reach out to your Customer Success Manager.
Team Size (or Total seats)	The sum of seats used and seats available. In other words, the total number of people who can be in, or invited to.
Team Name	The name of your team. The Primary Admin can update this at any time.
Team Description	Up to 250 characters describing your team to help others identify your team from others at the same company. The Primary Admin can update this at any time.
Primary Admin	The person who created the team—this person manages seats and team billing.
Account Ownership	The person we consider the owner of the team.
Responses	Monitor how many responses your team has collected so far.
Usage	See user metrics over time (UTC).

Inviting People to Join

Under the Add Users tab, you can send an email to invite people to fill available seats.

Enterprise teams can also see an option to create a team sign-up page where people in your organization can send invites to themselves to join. Teams with SSO enabled won't see either of these options and can send your team’s invite link to people.

Send an email invitation

To invite people to your team via email:

Go to My Team.
Select Add Users.
Choose Send an email.
Enter the email addresses of the people you want to invite. Enter multiple addresses separated by commas, or put each email address on its own line.
Customize the email message.
Select Send Invitations.

Team Sign-Up Page

ENTERPRISE FEATURE: Team sign-up pages are only available to Enterprise customers.

You can activate a sign-up page and share the URL to allow people to join your team on their own. Anyone with the link can enter their email address to send themselves an invitation.

To create a sign-up page:

Go to My Team.
Select Add Users.
Choose Use a sign-up page.
In the Maximum signups field, enter a limit for how many people can sign up.
Select Activate page.
Copy the link and share it however you'd like.

Teams with SSO enabled won't see either of these options, instead send your team’s invite link to people.

You can manage your team sign-up page from the Add Users tab of My Team.

Monitoring Sign-Ups
You can see the number of signups started through your sign-up page at any time. This number indicates how many people have requested an invitation through the sign-up page—not how many people have signed up for an account from the invitation.
To see the number of signups started through your team sign-up page:
1. Go to My Team.
2. Select Add Users.
3. Choose Activate a sign-up page.
4. Under the link, you'll see the number of signups initiated out of the maximum number of signups you chose when you created the page.
Deactivating Your Sign-Up Page
You can deactivate a sign-up page at any time to prevent any new people from joining your team through the link. Anyone that already started the sign-up process through the link will still be able to complete it, unless you cancel the invitation.
To deactivate a sign-up page:
1. Go to My Team.
2. Select Add Users.
3. Under the URL for the sign-up page, select Deactivate Page.
4. Select Deactivate.
If someone tries going to a deactivated sign-up page, they'll see a message that the page was deactivated.

Importing Users by CSV

Primary Admins and Admins can add or update their team's division, and custom role assignments by importing a CSV file.

If your team has SSO enabled, you can't add users via CSV import.

Spreadsheet Setup

View our example screenshot to see how to properly format your CSV file. Create a spreadsheet in an application like Excel, Numbers, or Google Sheets.

Make sure you set up your spreadsheet's first row with the following header fields: Username, Email, Role, Division (user), Division (admin).

Header from csv sheet that has A:1 = Username, B:1 = Email, C:1 = Role, D:1 = Division (user), E:1 = Division (admin)

Follow these guidelines when adding data to your spreadsheet:

Each User is on their own row
Username is required and matches what's in SurveyMonkey
The file can have up to 10,000 rows and is less than 5MB
Use commas to separate the division names if adding a User as a Division Admin of multiple divisions
For the Role column*, find the right role in this list and, in the cell, use the term next to it:

Role	CSV Term
Primary Admin	account_owner
Admin	admin
Division Admin	division_admin
Power User	regular
Casual User	casual
Pending invite	unspecified

*For CSV Terms for customized roles, see Custom Roles.

Saving your CSV file You may be able to save your CSV file in various .csv formats and not all formats will save and import successfully. Try saving your file as either: CSV UTF-8 (Comma delimited) | MS-DOS Comma Separated

How to Import

To import a CSV file:

Go to the Manage Users tab.
(Optional) Select Export CSV to download a complete list of users in your team and their account status.
Select Import CSV.
(Optional) Select Download example template to download a properly formatted CSV file that you can edit and re-import.
Drag and drop or browse your computer to attach your CSV file.
Select Next.
Preview the first 5 rows of your CSV to confirm your data is in the right order and select Next.
Once your import is finished select Download report to view the import status per user and any import errors. Once you dismiss the Import finished message, you won't be able to download the report.

Import Errors

Once your import is finished, you’ll be able to Download a report to view the import status for each row. If there are errors, you can fix them and re-import the file to try again.

If there's an Import Error it could be:

The data isn't formatted properly.
The columns aren't in the right order.
There's extra data in your spreadsheet.
There are more than 10,000 rows or your spreadsheet is over 5 MB.
The file needs to be saved in a different CSV format.
The spreadsheet includes more users than there are seats in your team.
You're changing a Power User to a Casual User more than one time within a 90 day time frame.

Why can't I invite more people?
Can team members see existing surveys?

Managing Pending Invitations

Email Invitations

You can manage pending team invitations sent via email from the Manage Users tab of My Team.

If someone has a pending invitation but you invite them to a different seat type, the most recent invitation will override the previous request.

Resending an Invitation
You can resend an invitation to anyone with the Invited or Invitation Expired status. You're not charged team overages for resending invitations.
To resend an invitation:
1. Go to My Team.
2. Select Manage Users.
3. Find the person you want to send another invitation to.
4. Select the three dots (...) to the right of that person and select Resend Invitation.
5. Choose from the following options:
  Resend Invitation: Sends another email invitation inviting the person to join your team.
  Copy invitation link: Gives you a link you can share with the person. This link is uniquely tied to the person you're resending the invitation to, so you should only give the link to that person directly.
Canceling an Invitation
You can cancel any invitation in the Invited status.
Canceling an invitation will disable the invitation link that was already sent out. If you cancel an invite, you can send someone else an invite at no additional cost as long as you have seats available.
To cancel an invitation:
1. Go to My Team.
2. Select Manage Users.
3. Find the person whose invitation you'd like to cancel.
4. Select the three dots (...) to the right of that person.
5. Select Cancel Invitation.
6. Select Yes to confirm.

Reassigning or Deleting Accounts

As the people you need to work with change, you can reassign or delete accounts from the Manage Users tab of My Team.

Reassigning an Account
You can reassign any Full User or Admin account in your team to another person who isn’t already on your team, along with all of the surveys and data contained within it. You're not charged team overages for reassigning accounts since you were already charged for the seat.
To reassign an account:
1. Go to My Team.
2. Select Manage Users.
3. Find the account you'd like to reassign.
4. Select the three dots (...) to the right of that account and choose Reassign Account.
5. Enter the email address of the person you want to reassign the account to.
6. Select Send email.
Until the new person accepts their invitation, the status of the account will be Reassignment pending.
If the account has any shared surveys, they will remain shared with the account— even after it's reassigned to a different person.
TIP! Primary Admins can transfer surveys over to an existing team member.
Deleting an Account
Before deleting an account, we highly recommend contacting the current owner to ensure that there is no survey data within the account that needs to be kept or transferred to another account in the team. Also, please consider the following precautions and reminders before deletion:
- This is a permanent action and cannot be undone.
- All survey data within the account will be permanently deleted.
- The username will no longer be associated with the account.
- Any surveys owned by this account and shared by others will be permanently deleted, and anyone with access to their surveys will lose access.
- If the account owner created any collectors on a survey shared with them, the survey owner will get View only access to that collector. It's not possible to modify or close an open collector created by an account that's been deleted.
- Their seat is not deleted from your team. Instead, the seat becomes available, so you can invite another person to your team at no additional cost.
To delete an account in your team:
1. Go to My Team.
2. Select Manage Users.
3. Find the account you'd like to delete.
4. Select the three dots (...) to the right of that account and choose Delete Account.
5. Select Delete to permanently delete the account.
You can't delete the Primary Admin, but you are able to reassign the Primary Admin account.
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 the new person's details.
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. If their email address is linked to multiple SurveyMonkey accounts, you will need to contact support or choose different email address for the Primary Admin account.
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.
To enable Single Sign-On (SSO) when reassigning an Account
TIP! The new user must have SSO credentials already configured by your IT department.
To link an SSO log-in to a reassigned account:
1. Reassign the Account.
2. The new person needs to accept the email invitation to join the team and set up a new password.
3. Send your team’s invite link to the new user.
4. When selecting the invite link they will be given the option to create or convert an account to log in with SSO. To complete the seat reassignment: Select convert an account.
After that initial set up, your new team member will log into SurveyMonkey or the SurveyMonkey app with SSO.

TIP! You can also change someone's seat type or role.

User Statuses

You can check the status of every account in your team from the Manage Users tab. Here's what each status means:

Status	Description
Active	This person has accepted their invitation to join your team.
Invited	This person was invited to join the team, but hasn't accepted their invitation yet.
Reassignment Pending	This account is in the process of being reassigned to someone else. This means that the Primary Admin or an Admin sent an invitation to someone else to take over this account, but they haven't accepted the invitation yet. Neither the original owner of the account, nor the new owner, will be able to access the account until the person to whom you reassigned the account accepts the invitation. If needed, you can reassign an account in this status to a different person.
Invitation Expired	This person was invited to join the team, but didn't accept the invitation within 30 days. Invitations expire within 30 days, but you can always resend the invitation to them.

TIP! To read about the different roles in a team, like Primary Admin, Full and Casual User, see Enterprise Team Seats, Roles and Permissions.

Custom Roles

Enterprise Admin Central

Consolidating Accounts for Enterprise

SurveyMonkey

Managing Seats on Your Enterprise Team

My Team

Team Summary

Inviting People to Join

Send an email invitation

Team Sign-Up Page

Importing Users by CSV

Spreadsheet Setup

How to Import

Import Errors

Managing Pending Invitations

Email Invitations

Reassigning or Deleting Accounts

User Statuses

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