Survicate is designed for teams to work collaboratively. Dividing teams to their workspace gives you the flexibility to group surveys, and ensure confidentiality so that multiple teams can use Survicate at the same time.
👥 Add unlimited users to your company for free
🧐 Become a customer-centric company by gathering insights about every aspect of your brand
📊 Slice and dice customer feedback collaboratively for faster actions
📝 Create and edit surveys together with your team
In this article, we will walk you through how to invite your teams to your account, and how to manage team members.
Table of contents:
How to invite your team?
1. Adding your team to your account takes only a minute. Go to Settings > Users and select Add User. Note: you should have Owner or Admin rights to invite colleagues to your account.
Type in their email address and name.
2. They will get an invitation email in no time. All they need to do is click on the link provided in this email, and they'll be directed to Survicate to set up the rest of their account!
📌Note: By default, every new user is added with "User" permissions, But you can set up different permissions for each user. Each permission allows different features of Survicate, read more about permissions here.
How to manage multiple teams in the same organization?
You can bring customers' voices to each department of your company, and let each team run their own surveys. By dividing the teams into different workspaces you can set up different permissions for each team, and team members. This way, managing your teams and team members is effortless, and every data is nicely stored and secured.
To add a new workspace for a team, move on to Settings > Workspaces and click Add Workspace button.
Having multiple workspaces also enables you to edit user permissions on the workspace level. This is especially useful if you are running confidential surveys in one of the workspaces, eg. for HR teams. You can set up permissions so that a member of a particular team is not a member of another team, hence doesn't have access to their surveys or responses.
📌Note: Each account and subscription comes with one workspace. If you'd like to purchase additional workspaces contact us at: email@example.com or strike a chat.
How to keep every team in the loop?
Survicate has a vast selection of native integrations with team collaboration softwares. You can easily pass survey responses to any team channel or email you'd like, and ensure no feedback is getting unnoticed.
📤 Enable Slack integration to notify your team and act on feedback instantly. Your survey responses will be sent to your desired Slack channel in real-time.
📣 Pass survey responses to Microsoft teams using our Zapier integration.
📩 Get responses right to your team inbox by enabling email notifications. They are sent simultaneously, so your teams can take instant action upon feedback.