Managing Seats on Your Enterprise Team

My Team
Managing Users and Inviting People
Importing Users by CSV
Managing Invitations
Reassigning or Deleting Accounts

Enterprise teams: This article is for Enterprise teams.
If you have a self-serve team, see Managing seats on your Team.

My Team

As an Enterprise admin, go to My Team to view your team's activity, manage people, invitations, seats, and permissions.

My team has multiple tabs to help you manage your team.

Tip! Check out the glossary on [Enterprise terminology].

Term	Description
Team summary	Monitor your team’s accounts, their use, responses collected, Seat breakdown and activity.
Manage users	Manage people, users, seats, details, and permissions. You can search by email or username, or filter by status, role, or division. Invite users by email, share a sign-up link, or import multiple users with a CSV.
Team surveys	View and manage surveys created by team members on your team, including transferred surveys from one account to another, sharing surveys on behalf of others, and deleting outdated surveys.
User report	Have visibility into your team's activity. - View account details like the number of surveys each user has in their account, and the date they were last active. - Preview the surveys in each account to better understand how users on your team are using SurveyMonkey.
Divisions	A Division is a sub-group within your Enterprise team, with its own admins, users, and division library. Primary Admins and Admins can add divisions for different departments, offices, clients, cost centers, or any other groups you want to manage separately or give unique branding assets.
Workgroups	Workgroups help organize team members with a shared purpose to work together on survey projects. Primary Admins and Admins can create workgroups to quickly and easily share surveys with a group of people on your team. Plus, you can manage members, assign roles, and change owner status so each team member has the right level of access to surveys. You can contact your Customer Success Manager (CSM) to let Power Users create, own, and manage workgroups, too.
Library	The library is where team members can find and use shared assets to create surveys. These shared assets include images, documents, templates, themes, and questions. Primary Admins and Admins can add or manage items in the team library and set default assets to be automatically added to new surveys that teammates create. To review access levels for other roles, see Team Roles or Enterprise Team Roles. If your Enterprise team has Divisions, you can also access division libraries that have additional survey controls.
Activity	The Activity tab lets Primary Admins and Admins of teams with SSO enabled know what's been happening in their Enterprise Team.
Offline devices	Use offline mode and the SurveyMonkey Anywhere app to collect responses without an internet connection.
Manage credits	View your team’s Credits, export reports, access budgets and transfer credits from user to user.
Settings	Set default settings and permissions for your entire team.

Enterprise terminology

Your Enterprise team terminology defined:

Term	Description
Seat	An account on the team that you've already paid for. There may be 2 types: Power seats and Casual seats.
Seats Used (or Filled seats)	The accounts on your team that are already The accounts (seats) 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 want to add more seats to your team, invite users or contact your CSM.
Team and User status	- Active—The person 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 Re-assigned 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 Re-assigned the account accepts the invitation. If needed, you can Re-assign 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. - Deactivated—SCIM/SSO users who have left your team. Transfer the account’s surveys via Manage surveys, reassign the account to another user, or request permanent deletion.
Team Size (Seats on your team)	The sum of seats used and seats available. In other words, the total number of people who can be in, or invited to. Once you reach your max seat limit, you see Over limit
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 collected	Track how many responses your team has collected and view any applicable response limits.
Account use over time	See user metrics over time (UTC).

Managing Users and Inviting People

Under Manage users, you can view your Enterprise team members, seats, and invitations in one place.

Add users

In Manage users, select + Add User to invite others to your Enterprise team. Depending on your team, you can send your requests to people via Email, Link, CSV import, or SSO.

You see a summary of Seats on your team, breaking down the number of seats available from the total, and whether seats are Power or Casual.

If you send more Invitations than seats on your team, additional users may be added to your plan. The number of active seats will increase upon acceptance of the invitation.

Email

Send an email to invite people to your team:

Go to My Team.
Select Manage Users.
Select + Add user.
Choose Email.
Enter emails for the people you want to invite, separated by commas.
(Optional): Include message
Check the box acknowledging Invitations sent to additional team members will increase the active seat size upon acceptance of the invitation.
Select Send Invitation.

Link to a Team Sign-Up Page

Anyone with the team sign-up page link can enter their email and invite themselves to join your team.[alert] Teams with SSO enabled won't see these options. Instead, admins can send your team’s invite link to people.

To create a link to a sign-up page:

Go to My Team.
Select Manage users and select + Add user.
Choose Link to create a sign-up page.
Enter a max sign-up limit for how many people can sign up.
Select Activate sign-up page.
Copy link and share how you like.

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 is 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 Manage users and select + Add user.
3. Choose Activate sign-up page.
4. The link shows the number of signups initiated out of the maximum number of sign-ups you input when you created the link.
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 who 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 Manage users.
3. Under the URL for the sign-up page, select Deactivate sign-up 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

As a Primary Admin or Admin, go to My Team to view 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 team members 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 My Team.
Select Manage users and select + Add user.
Select CSV.
Choose a file or drag and drop to Import CSV. You can download an example template of a properly formatted CSV file that you can edit and re-import.
Select Next.
Once the file is attached, select Import CSV.

You can Download error log to view the import status per user and any import errors. Once you dismiss the Import finished message, you can’t download the report.

Import Errors

Once your import finishes you can Download error log 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 Invitations

Email Invitations

You can manage pending team invitations sent via email from Manage users in My Team. Select the default Action on screen or select the three dots to open other options, including: Resend, Remind, Assign, Cancel invite, Manage surveys, or View.

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
Select Resend to resend your invitation to anyone with the Invited, Reassignment pending, 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 to send another invitation to and select Resend.
4. Choose from the following options:
  Email : Sends another email invitation inviting the person to join your team.
  Link: Copy 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 with the Invited status.
Canceling an invitation disables 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 row whose invitation you want to cancel.
4. Select the three dots (...) to the right of that person.
5. Select Cancel Invite.
6. Select Cancel.

Reassigning or Deleting Accounts

As the people you need to work with change, you can Re-assign or delete accounts from Manage users in My Team.

Reassigning an Account
You can Re-assign any seat 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 Re-assigning accounts since you were already charged for the seat.
To Re-assign an account:
1. Go to My Team.
2. Select Manage users and select + Add users.
3. Find the account you'd like to Re-assign.
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 Re-assign 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 you Re-assigned 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 and select + Add 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 Re-assign 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.