Managing Your Team
On a Team plan, you can invite colleagues to collaborate under a single subscription. Everything is managed from the Team tab in your account.
Finding the Team Tab
Open Account and select the Team tab. This tab only appears if you’re on a Team plan or you’ve been added to someone’s team. If you’re not on a Team plan, you’ll see a prompt to upgrade before you can invite anyone.
Understanding Seats
At the top of the Team tab, a Team Seats panel shows how many seats are Used, your Total seats, and how many are still available. A seat is taken by the account owner, each active member, and each pending invitation. When no seats are available, the invite button is disabled until you remove a member or revoke an invitation. For adding seats and billing details, see Team Billing & Seats.
Inviting a Team Member
- Click Invite Team Member.
- Enter the person’s email address (required) and an optional name.
- Choose a role (see below).
- Click Send Invitation.
They’ll receive an email with a link to join. Invitations expire after 7 days. Pending invitations appear in their own list, where you can resend or revoke each one.
Team Roles
| Role | What they can do |
|---|---|
| Owner | Full access, including the account subscription and billing |
| Admin | Everything a member can do, plus invite, remove, and manage team members |
| Member | Create and manage their own surveys |
Only the owner and admins can send invitations and manage members.
Removing a Member
In the Team Members list, click the delete icon next to a person and confirm. They lose access immediately. The owner can’t be removed from the team.
For Team Members
If you were invited to a team, the Team tab shows your account owner and your role. Contact your account owner if you need any changes to your membership.
Need help? Browse more articles in the Account & Billing section.
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