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Manage teammates, workspaces, SSO, plans and invoices.

Account & Billing

How to go about multiple teams using Survicate, adding workspaces, managing teammates, and collaborating on your surveys

Managing different teams at Survicate

Learn how to create, rename, and delete workspaces and add teammates to them in Survicate.

Adding and managing workspaces

Invite your colleagues, change user roles, or delete a teammate from your organization

Adding users and managing teammates

How to make the most out of additional workspaces

Learn how to transfer organization ownership and change your organization's name or timezone in Survicate.

Transferring the organization's ownership, changing the organization's name, or timezone

Changing your email, password, and avatar image

Set up multi-factor authentication, 2-step verification, as an extra layer of security

How to enable Two Factor authentication (2FA) on my profile?

What to do if your invited colleagues can't get access to the company account you have invited them to

My teammate can't log in to the Survicate account

What to do if you cannot see surveys that were created by your colleague?

I can't see surveys created by my teammate

Organize surveys into folders, move a survey to a folder, create, rearrange, and delete folders

How to use survey folders?

Teammates & workspaces

Learn more about Survicate’s paid plans, starting at $56/month. Compare features and response limits, and find the right plan for your team's needs.

Survicate pricing - which plan should I choose?

Discover everything that the free trial has to offer.

Survicate's Free 10-day trial

Modify your invoice details, payment information and change or add the new email addresses to send the invoice

Changing billing info and finding your invoices

How many responses are left on my plan this month?

Discover all the free account has to offer.

Survicate Free Account

Find out what legacy Survicate plans are and how to manage them

Legacy Survicate subscription plans

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Subscriptions and billing

How to set up SAML for your Survicate account

Single Sign-On configuration

SAML SSO gives you a centralized and secure way of controlling access to your Survicate account.

Single Sign-On with Microsoft Azure

Okta configuration

One Login configuration

Let Okta create, update and deactivate Survicate users automatically.

SCIM user provisioning with Okta

Single Sign-on Configuration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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