Survicate is designed for teams to work collaboratively. Dividing teams into their workspace allows you to group surveys and ensure confidentiality so that multiple teams can use Survicate simultaneously and do not have access to each other's data.
With Survicate, you can:
add as many teammates to your account as you'd like,
separate your surveys and customer feedback with additional workspaces,
create and edit surveys together with your team.
How to invite your team?
1. Go to Settings ➡️ Teammates and select Invite teammate, or click on the Invite teammates icon in the bottom left corner of the main panel:
❗You should have Owner or Admin rights to invite colleagues to your account. You can learn more about changing user permissions here.
2. Enter the person's email address to send them an invitation link to your account. You can add multiple email addresses, so you can invite your entire team at once!
Click Next.
On the next screen, you can decide on:
the access level of new teammates, for each workspace separately (if your subscription plan supports various user roles),
whether they should have access to Insights Hub or not.
Those settings can be quickly enabled for all invited teammates, or for each of them separately:
💡 If your subscription plan doesn't include various user roles, all teammates will have the User access level.
Click Next.
On the next screen, you can enable your colleagues to modify the account's billing and subscription information:
You can enable the same permissions for all invited teammates, or separately for each one of them.
📌 Only organization Owners can enable the permission to modify billing and subscription while inviting teammates.
📌 Please note that every teammate with Billing Management Rights can access the Billing tab in the Survicate panel settings.
Click Invite to send invitations to the new teammates.
How to manage multiple teams in the same organization?
Teams enable you to connect teammates into groups, where each team can be granted different access levels to your survey folders.
If you're an Owner or Admin, go to Settings ➡️ Teams ➡️ Create team:
Choose a name for the team and its members:
💡There can be up to 20 members in a team.
Go to your Surveys ➡️ find a folder, and click on the three dots next to the folder name. Then, click on Access permissions:
Decide whether access to this particular folder should be Open or Limited:
Open - everyone in the Survicate account can view, edit and launch surveys within a given folder
Limited - this option lets you decide about privileges to all surveys within a given folder. You can allow each teammate and team to either:
Edit, launch, and view survey results (Edit & Launch)
Edit & view survey results (Edit)
Only have access to survey results (View)
Adjust the permissions for each team and/or user and click Submit:
💡Owners & admins have Edit & Launch rights to all folders.
💡If a regular user does not have any of the mentioned rights to a given folder, they won't be able to access it.
💡 You can add a maximum of 100 users + 100 teams to a folder.
Alternatively, you can set up different permissions for each team by dividing them into different workspaces. This way, every piece of data is separately stored and secured.
❗️ Please note that all accounts have access to only one workspace. If you need additional workspaces, please get in touch with our team so we can support you with upgrading your subscription.
Additional workspaces can be purchased on some of our plans.
To add a new workspace for a team, move on to Organization Settings ➡️ Workspaces and click the + Create button.
Multiple workspaces also enable you to edit user permissions on the workspace level. They can also be helpful when running surveys in several mobile apps, or if you'd like to connect multiple instances of your tools to use our integrations.
Under Settings ➡️ Teammates, you can set up permissions so that a member of a particular team is not a member of another one and, hence, doesn't have access to their surveys or responses.
Best Practices
How do you keep every team in the loop?
Survicate has a vast selection of native integrations with team collaboration software. You can easily pass survey responses to any team channel or email you'd like and ensure no feedback goes 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.
Adjust permissions of existing teammates
Learn more about users' permissions and how to delete someone from the organization.
📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com.