Team Seats, Roles, and Permissions

Seat Types & Roles
Permissions for Full Access Seats
Permissions for Contributor Seats
Changing Someone's Seat Type or Role

TEAM ADVANTAGE AND TEAM PREMIER FEATURES: Read about roles within these specific team plans. If you have an Enterprise plan, go to Enterprise Team Seats, Roles, and Permissions.

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

Seats and Roles

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

Seats

There are 2 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.

Roles

The seat determines the role someone can have on the team.

Role	Description
Primary Admin	Full 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.
Full 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 Seats and Roles

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

To go to the Manage Users tab:

Select My Team from the main navigation.
Select Manage Users.

Permissions for Full Access Seats

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

	Primary Admin	Full User
Edit and manage team billing	✅	❌
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:

Exports, shared data pages, and dashboards
Unlimited rules and filters on surveys shared with you

	Analyst
Analyze surveys	✅
Exports, shared data pages, and dashboards	✅
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 or Role

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

Change seat
To change someone's seat:
1. Select My Team from the main navigation.
2. Select Manage Users.
3. Locate the person whose seat you want to update and choose View User Details.
4. Next to the seat, select Change.
5. Select the seat you want to assign—you can see how many Seats Available you currently have. If the seat has 0 available, Select Add Seats to purchase the seat.
6. Select Save.
An email notification is sent to the team member to let them know their new seat and role.
Since Contributor seats can't own surveys, you may have to ask a Full Access seat to transfer or delete their surveys before you can change their seat to a Contributor seat.
Change 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.
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, 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 Full User. Cindy wants to make Deanna the new Primary Admin instead. Here's what needs to happen:

1. Deanna transfers all of her surveys to Cindy's Primary Admin account.
2. Cindy deletes Deanna's Full User account from the team.
3. Cindy changes the email address on her own account to Deanna's email address.
4. Deanna is now the Primary Admin and Cindy is no longer in the team.
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.

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