Team Billing & Seats

Team plans let multiple users collaborate on surveys under one subscription. This guide covers managing seats, billing, and team administration.

Understanding Team Plans

How Team Billing Works

Per-seat pricing: You pay for each user (seat) on the team
Minimum seats: Team Professional requires at least 3 seats
Shared responses: Your response allowance is shared across all team members
Consolidated billing: One invoice for the entire team

Team Plan Comparison

Feature	Team Professional	Enterprise
Price	£20/user/month	Custom
Minimum Seats	3	10
Responses	60,000/year shared	Unlimited
Billing	Annual	Custom
Branding	Remove SM branding	White-label
Support	Standard	Dedicated

Managing Seats

Viewing Current Seats

Go to Account Settings > Team
See your current seat count and usage
View a list of all team members

Adding Seats

To add more users to your team:

Go to Account Settings > Billing
Click Manage Seats
Enter the new total number of seats
Click Add Seats

Billing for new seats:

Prorated charge for the remainder of your billing period
Full seat price starts at next renewal

Removing Seats

To reduce your seat count:

First, remove users until you’re at your target seat count
Go to Account Settings > Billing
Click Manage Seats
Enter the reduced number
Click Confirm Reduction

Important:

You cannot reduce below the minimum (3 seats)
Seat reductions take effect at your next billing date
No refunds for unused seats in the current period

Team Member Management

Inviting Team Members

Go to Account Settings > Team
Click Invite Member
Enter their email address
Select their role (Admin, Editor, or Viewer)
Click Send Invitation

They’ll receive an email to join your team.

Team Roles

Role	Permissions
Owner	Full access, billing control, can delete team
Admin	Manage team members, access all surveys
Editor	Create and edit surveys, view results
Viewer	View surveys and results only

Removing Team Members

Go to Account Settings > Team
Find the member to remove
Click Remove (or the trash icon)
Confirm removal

What happens to their work:

Surveys they created remain on the team account
They lose access immediately
You can reassign ownership of their surveys

Transferring Survey Ownership

To transfer a survey to another team member:

Open the survey
Go to Settings > Ownership
Select the new owner from your team
Click Transfer

Billing Administration

Who Can Manage Billing?

Only the Team Owner can:

Change the plan or seats
Update payment methods
View invoices
Cancel the subscription

Admins can view billing information but cannot make changes.

Transferring Ownership

To make someone else the team owner:

Go to Account Settings > Team
Find the member who will become owner
Click Make Owner
Confirm the transfer

You’ll become an Admin after transferring ownership.

Updating Billing Contact

The billing contact receives invoices and payment notifications:

Go to Account Settings > Billing
Click Billing Contact
Enter the new email address
Click Save

Shared Resources

Response Pool

Team responses are pooled:

All team members draw from the same allowance
Example: 60,000 responses/year shared across all users
Track usage in Account Settings > Usage

Asset Library

Teams can share:

Survey templates
Custom themes
Question libraries
Image assets

Access the shared library from the survey builder.

Survey Visibility

By default, surveys are visible to:

The creator
Team Admins
Team Owner

To share with other team members:

Open the survey
Go to Settings > Sharing
Select team members or “Entire Team”

Team Plan Upgrades

Adding More Features

To upgrade your team to Enterprise:

Contact sales@surveymethods.com
We’ll discuss your needs
Custom pricing based on seats and features
Seamless transition with no data loss

Enterprise Benefits

Feature	Team Professional	Enterprise
Responses	60,000/year	Unlimited
White-label	-	✓
SMS Collector	-	✓
Data Centers	Standard	Global options
Support	Standard	Dedicated CSM
Integrations	Standard	Custom available

Leaving a Team

For Team Members

If you want to leave a team:

Go to Account Settings > Team
Click Leave Team
Confirm your decision

What happens:

You lose access to team surveys
Your individual account becomes a free Basic account
Surveys you created remain with the team

What You Keep

When leaving, you keep:

Your personal SurveyMethods account
Access to the free Basic plan
The option to start a new individual subscription

What Stays with the Team

All surveys (even ones you created)
All responses
Shared assets you uploaded

Dissolving a Team

As the Team Owner

To completely dissolve your team:

Remove all team members first
Go to Account Settings > Billing
Click Cancel Team Subscription
Confirm dissolution