Skip to main content
Teams let company admins group employees and control survey visibility within your organization. When employees work on the same projects, teams make it easy to collaborate without giving everyone access to every survey in the company.

​
What teams are good for

  • Collaborate within a project group — teammates can open and work on each other’s surveys without extra setup for every new survey.
  • Keep teams isolated — employees on Team A do not see Team B’s surveys unless someone is explicitly invited.
  • Share across teams when needed — use survey invites for one-off access across team boundaries (for example, a specialist on another team).
  • Stay in control as an admin — admins always see all company surveys and manage team membership centrally.
Teams apply to employees only. Company admins are not team members and always have access to all surveys in the company.

​
How survey access works

Every survey has an owner (the employee who created it). The owner always keeps access to their survey. Team access is based on the owner’s current team:
WhoWhat they can access
Company adminAll surveys in the company
Survey ownerTheir own surveys
Employee on the same team as the ownerSurveys owned by anyone on that team
Employee invited to a surveyThat survey, even if they are on another team
Employee with no teamOnly surveys they own, plus surveys they are invited to

​
When team membership changes

Access updates automatically — you do not need to re-share surveys.
  • Owner moves to another team — their former teammates lose access; their new teammates gain access.
  • Employee joins a team — they immediately see surveys owned by teammates on that team.
  • Employee leaves a team — they keep surveys they own and surveys they were invited to, but lose team-based access to teammates’ surveys.
If an employee creates surveys before joining a team, those surveys are still owned by that employee. Teammates only gain access after the owner is on the same team.

​
Set up teams (admins)

1

Open user management

Go to Administration → Users.
2

Create a team

Click Create Team (or Manage Teams if teams already exist). Enter a team name and select at least one employee. Team names must be unique within your company.
3

Assign employees

Use the Team column in the user table to assign or change team membership. Each employee can belong to one team at a time. Assigning someone to a new team removes them from their previous team.
You can rename or delete teams from Manage Teams. Deleting a team removes team membership from its members. Surveys are not deleted; access changes because those users no longer share a team with the survey owners.

​
Share a survey with specific people

Team membership covers most day-to-day collaboration. Use Share on a survey when someone outside the owner’s team needs access.
  1. Open the survey and click Share.
  2. Review Team access to see which teammates already have access through the owner’s team.
  3. Under Invited users, select employees to invite and click Invite.
Invited employees can view and work on the survey even if they are on a different team. They cannot manage invites unless they are also on the owner’s team (or are the owner or an admin).
Employees who are both invited and on the owner’s team appear once under Team access, not twice.

​
Who can manage invites

These users can add or remove invited users on a survey:
  • Company admins
  • The survey owner
  • Employees on the same team as the owner
Invited-only users can use the survey but cannot change who is invited.

​
Common scenarios

Put both employees on the same team. Each person’s surveys become visible to the other through team access.
Keep teams as they are and invite the manager on that survey. They do not need to join the owner’s team.
Reassign employees in Administration → Users. Survey access follows the owner’s current team, so old project surveys stay with the old team unless owners move too.
They only see surveys they created and surveys they were explicitly invited to. Admins still see everything.