Team cooperation is a feature only available to Survio PRO customers and allows you and your co-workers to work together on your Survio projects.
We've created four short video clips that show you how you can invite a team member, edit their access rights, and how to deactivate + reactivate their account within your team. Scroll down if you prefer reading written instructions.
Video - How to add a new team member
Video - How to edit your team members' access rights
Video - How to deactivate a team member
Video - How to reactivate a team member
Team management - step by step guides
How to add a member to your team
Log in to your Survio account, and navigate to the Team management section, accessible from the menu in the upper right corner.
On the left hand side, under the section Team, select Members and click + Invite users
Enter the email address(es) of the user(s) you want to add, and assign their role.
When the invitee accepts, they will be asked to create a password for their user. After this is done, they can use all the features included in your Survio PRO package.
How to edit your team members' access rights
You can edit your team members' roles when needed. To do this, simply find the user you'd like to give a new role, click their current role (Admin/Owner/Editor) and select a new one from the drop-down menu.
Deactivating and reactivating team members
Deactivating a team member is a useful way to free up space on your Survio PRO account in case one of the users is temporarily unavailable. This allows a new person to use this seat without having to pay for an extra seat.
Deactivating is done by clicking the three dots next to their role, followed by selecting Deactivate.
When you need to reactivate a team member, simply follow the same procedure, only this time, choose Reactivate.
Adding extra seats to your team
If you run out of seats, simply click +Increase team size in the team management view, and enter the required fields; number of extra seats plus a note for our Customer Success team. They will contact you as soon as possible to discuss your needs. You can also contact them by clicking the button below.