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SurveyReflex

Creating a Team

Teams allow you to collaborate with colleagues on surveys. Share surveys, view combined results, and work together efficiently.

What Are Teams?

Teams in SurveyReflex let you:

  • Share surveys with team members
  • Collaborate on survey creation
  • View combined analytics
  • Manage access and permissions

Creating a New Team

Step 1: Access Teams

  1. Click your profile icon in the top right
  2. Select “Teams” from the dropdown
  3. Or navigate directly to the Teams page

Access teams Access teams from profile menu

Step 2: Create Team

  1. Click the “Create Team” button
  2. A creation dialog will appear

Create team button Click to create a new team

Step 3: Enter Team Details

Fill in the team information:

FieldDescriptionRequired
Team NameA descriptive name for your teamYes
DescriptionOptional description of team purposeNo

Team creation form Enter team details

Step 4: Confirm Creation

  1. Review your team details
  2. Click “Create Team”
  3. Your team is now ready

After Creating a Team

Once your team is created:

You Are the Owner

  • Full control over team settings
  • Can invite and remove members
  • Can delete the team
  • Can transfer ownership

Next Steps

  1. Invite Members - Add colleagues to your team
  2. Create Team Surveys - Start collaborating
  3. Set Up Roles - Assign appropriate permissions

Team Limits

Depending on your subscription:

PlanTeams AllowedMembers per Team
Free1 team3 members
Pro5 teams10 members
BusinessUnlimitedUnlimited

Best Practices

Naming Your Team

Use clear, descriptive names:

  • ✅ “Marketing Research Team”
  • ✅ “Customer Feedback 2024”
  • ❌ “Team 1”
  • ❌ “Surveys”

Team Organization

  • Create separate teams for different projects
  • Use descriptions to clarify purpose
  • Review team membership regularly

What’s Next?