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SurveyReflex Docs

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

Step 2: Create Team

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

Step 3: Enter Team Details

Fill in the team information:

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

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?