Team Management

GetFeedback team accounts let you collaborate with your team without sharing passwords. Each team member has their own separate login credential and workspace. The team administrator manages membership, billing, Salesforce connections, and account settings for the team.

GetFeedback teams have an administrator who's responsible for managing the team. The admin manages billing, team member statuses (active or inactive), adding new team members, and each member's ability to connect to Salesforce.

In GetFeedback for email and Salesforce, administrators can add and manage users, update permissions, and set Salesforce access.

Team administrators are able to manage the GetFeedback environment and are responsible for:

If you'd like to change your team’s administrator, or you'd like your team admin to be able to view and manage all surveys, contact us.

To manage your team in app.getfeedback.com:

Administrators can invite team members to their GetFeedback account. To add new team members:

To resend an invitation to a team member:

You can deactivate an account when someone leaves your team. To deactivate an account:

When a user account has been deactivated, that user will no longer be able to log in or access their GetFeedback account. However, because that user license has already been paid for through the renewal date of the team administrator, that user account can be assigned to another email address.

A team administrator controls Salesforce connection settings. Team members aren’t connected to Salesforce by default, they'll each need to be enabled by their team admin.

To manage Salesforce connection settings for each user:

For example, an administration turns the Salesforce integration On. Any team member with the Salesforce setting turned On can map survey responses into Salesforce. Those who have the Salesforce setting turned Off can't integrate surveys with Salesforce in their account.

If you have the admin account credentials, log in, go to Account Settings, and change the name and email address to the new admin’s name and email. You can also set up a new password for the account. Your team admin will then log in with the new credentials.

If the user you want to set as the new team admin already has a GetFeedback account, you'll need to contact us to make the switch for you. Please provide the email address of the current admin, and the email of the team member who’ll be the new admin.

If your team's administrator is no longer with your organization or is unavailable, we may not be able to make the change for you. In order to gain access to the GetFeedback account, you'll need to reset the password of the account here, then follow the steps above to update the admin login information. If you don't have access to the admin’s email account, you may need to speak with your IT department, and have them temporarily forward the previous admin's old email address to your email.

If you're having trouble changing your team's administrator, contact us.

In GetFeedback for web and apps, administrators can add users and manage roles and permissions.
To manage your team:

By default, you can choose from 4 different roles: Administrator, Power user, Regular user, and Read only user. Here is a brief explanation of each role.

To create a new custom role: