Teams

Teams allow you to share and edit surveys with other Enterprise users. Team settings let you assign different permissions to your team members, which can ease reviewing and editing the survey before publishing.

After you invite other people to join your team on one of your surveys, that survey will be placed in the Shared Survey List.

Open teams

1. Select the survey you want to share.
2. Select Settings.
3. Select the Team tab.

Add a team member

1. Enter their email.
2. Set the privileges in the sub-navigation under privileges.
3. Select Invite.

Find shared surveys

1. Open your Survey List.
2. In the top left sub-navigation, under the SurveyPlanet logo, choose Shared.

Team member privileges

There are 3 types of privileges in a team: Read, Write, and Admin.

The person with a Read privilege has access to your survey, can look at it, see and export the results, and access the insights, but can’t change anything related to that survey.

The person who has Write privilege has everything the person with Read privileges has, plus the ability to make changes to the survey.

A person with Admin privileges can also add other team members and change privileges, in addition to write privileges. The Owner of the survey has an Owner badge next to their account name and is Admin by default. You can’t change an owner’s privileges from Admin to Write or from Admin to Read. If you want to transfer ownership of the survey to someone else, contact support at support@surveyplanet.com.

If two people edit a survey at the same time and person A saves changes first, person B won’t see those changes. If person B then saves their changes, those changes overwrite person A’s.