Team Management

Collaborate with your team on survey research. Add team members, assign roles, manage permissions, and work together on surveys and data analysis.

Quick Start

Add a team member in three steps:

Go to team settings - Navigate to Team Settings > Members
Send invitation - Enter their email and select a role
They accept - Invitee clicks the link in their email

How It Works

Teams in Srvey provide:

Shared workspace - All team members can access team surveys
Role-based access - Different permissions for different roles
Centralized billing - One subscription for the whole team
Collaboration tools - Work together on research projects

Inviting Team Members

Sending an Invitation

Go to Team Settings > Members
Click "Invite Member"
Enter the invitee's email address
Select their role
Click "Send Invitation"

Invitation Process

Email sent - Invitee receives an email with a join link
Account creation - They create an account (or sign in)
Team joined - They appear in your members list
Access granted - They can start working immediately

Managing Pending Invitations

View and manage invitations that have not been accepted:

Resend - Send another invitation email
Cancel - Revoke the invitation
Expiry - Invitations expire after 7 days

Team Roles

Owner

The team creator with full control:

Permission	Access
Surveys	Full access to all
Responses	View, export, delete
Team members	Invite, remove, change roles
Billing	Manage subscription
Settings	All team settings

Notes:

Cannot be removed from team
Can transfer ownership to another member
Only one owner per team

Admin

Trusted team members with broad access:

Permission	Access
Surveys	Create, edit, delete all
Responses	View, export, delete
Team members	Invite, remove (except Owner)
Billing	View only
Settings	Brand and survey settings

Best for: Research leads, project managers

Member

Standard team members:

Permission	Access
Surveys	Create, edit own surveys
Responses	View, export own surveys
Team members	View only
Billing	No access
Settings	No access

Best for: Researchers, analysts, contributors

Real-World Examples

Example: Academic Research Lab

Scenario: University research group with PI, postdocs, and grad students.

Team Structure:
- Owner: Principal Investigator
  - Full control, manages lab budget

- Admins: Postdoctoral Researchers
  - Create and manage studies
  - Oversee student work

- Members: Graduate Students
  - Create own studies
  - Access their own data

Example: Market Research Agency

Scenario: Agency with project managers and analysts.

Team Structure:
- Owner: Agency Director
  - Billing and overall management

- Admins: Project Managers
  - Manage client projects
  - Invite team members

- Members: Research Analysts
  - Build and run surveys
  - Analyze results

Example: Corporate Insights Team

Scenario: Internal team gathering employee feedback.

Team Structure:
- Owner: Head of People Analytics
  - Strategic oversight

- Admins: HR Business Partners
  - Department-specific surveys

- Members: Survey Administrators
  - Execute surveys
  - Initial data review

Removing Team Members

Removal Process

Go to Team Settings > Members
Find the member to remove
Click the menu icon
Select "Remove from team"
Confirm the action

What Happens When Removed

Item	Behavior
Surveys they created	Remain with the team
Their responses data	Preserved
Their access	Immediately revoked
Re-invitation	Possible at any time

Plan Availability

Feature	Free	Pro	Enterprise
Team members	5	5	20
Roles	All	All	All
SSO/OAuth	-	-	Yes
SAML SSO	-	-	Yes

Usage Overview

Track your team's usage against plan limits:

Troubleshooting

Issue: Invitation not received

Symptoms: Invitee says they did not get the email.

Solutions:

Check spam/junk folder
Verify email address is correct
Resend the invitation
Try a different email address

Issue: Cannot change role

Symptoms: Role dropdown is disabled.

Solutions:

Verify you have permission (Admin or Owner)
Owner role cannot be changed (must transfer ownership)
Check that member has accepted invitation

Issue: Cannot remove member

Symptoms: Remove option is not available.

Solutions:

Owners cannot be removed
You need Admin or Owner role
Cannot remove yourself (unless transferring ownership)

Issue: Reaching member limit

Symptoms: Cannot invite more members.

Solutions:

Upgrade to a higher plan
Remove inactive members
Use shared accounts for temporary access (not recommended)

Best Practices

Use least privilege - Assign the minimum role needed
Review members regularly - Remove inactive or departed members
Document roles - Keep track of who does what
Onboard new members - Provide training on team workflows
Audit access - Periodically review who has access to what
Use descriptive team names - Helps when users belong to multiple teams
Consider SSO - Enterprise teams should use single sign-on