Team Settings
Manage your organization, invite team members, and organize the people who receive your surveys. Access all settings from the Settings menu in the sidebar.
Watch: Team and participant settings (1:45)
Settings Overview
General
Update your organization name and URL. The Danger Zone lets you permanently delete your organization if needed.
Team Members
Invite colleagues to help manage surveys. Team members can create surveys, view responses, and manage participants. Track pending invitations and manage member roles.
Permissions
Team PlanControl what team members can do with role-based permissions. Create custom roles or use defaults like Admin, Editor, and Viewer.
Participants
Manage the people who receive your surveys. Import participants from CSV, add them manually, or sync from integrations. Track their status and response history across all surveys.
Additional Settings
Custom Fields
Pro Plan
Add custom data fields to participants for segmentation.
Automation
Set up automated workflows for survey distribution.
Notifications
Coming Soon
Configure email and in-app notification preferences.
Security
Coming Soon
SSO, audit logs, and advanced security settings.
Managing Participants
- •Import participants from CSV for bulk uploads
- •Use status filters to find active or archived participants
- •Track response history to see engagement over time