Teams and workspaces

A workspace is the container for a set of surveys, contacts and settings. Your account can hold several, and people are invited into a workspace rather than into the account as a whole.

How many you get

Plan	Workspaces	Staff seats	Client seats
Free	1	1	—
Solo	1	1	—
Team	3	5	2
Growth	10	10	20
Pro	25	25	50
Enterprise	Custom	Custom	Custom

Staff seats are for people who build and send surveys. Client seats are read-only and exist for agencies sharing results with the client the work is for — a Viewer consumes a client seat, every other role consumes a staff seat.

Seats belong to the account, not to a workspace. A person counts once however many of your workspaces they are in: an Editor in two workspaces uses one staff seat, and the seat count on the Members page is the same in every workspace. Extra seats you buy add to the account’s total.

Free and Solo have a single workspace; creating additional ones starts at Team.

If your account ends up with more workspaces than your plan includes, for example after a downgrade, they keep collecting and you choose which stay editable. See Workspaces beyond your plan.

Moving between workspaces

If you belong to more than one workspace, open the account menu and choose Switch workspace, then Open beside the one you want. You land on that workspace’s Home, and the account menu names the workspace you are in.

Owners and admins can also go to /workspaces and select a workspace’s name. The one you are in is marked Current. A workspace you are not a member of has no link: someone in it has to invite you first.

Inviting someone

You need to be the workspace’s Owner or an Admin.

1. Click your avatar at the top right, then Members. On a phone, tap the menu button at the top right first. The Workspace Users page opens.

2. Under Invite Members, enter the person’s Email Address.

3. Choose a Role.

   

4. Click Send Invitation.

The invitation is listed under Pending Invitations.

The roles offered are:

• Admin — full access. Only an Owner can invite an Admin.
• Editor — create and edit surveys.
• Viewer — read-only, and the one that uses a client seat.

The invitee gets an email — “You’ve been invited to join {workspace} on SurveyRock” — with a link that is valid for seven days. They must accept using the address the invitation was sent to; signing in with a different address will not attach them to the workspace. You can resend or cancel a pending invitation at any time.

Pending invitations count against your seats, so a seat is held from the moment you invite rather than from the moment they accept. Inviting someone who already has a seat of that kind in your account, as a member of another workspace or through a pending invitation, takes no new one. If you are at the limit you will see “Seat limit reached. Please upgrade your plan to invite more members.”

If the account has fewer seats by the time someone accepts, after a downgrade for example, the invitation waits: they are told the workspace has no free seat for them, and can accept once you free one or add one.

What each role can do

Role	Surveys	Sending	Results	Can see PII	Delete surveys	Account admin
Owner	Full	Full	Full	Yes	Yes	Members, settings, branding, billing
Admin	Full	Full	Full	Yes	Yes	Members, settings, branding — not billing
Editor	Full	Full	Full	No	No	None
Viewer	View only	No	View only	No	No	None
No access	None	None	None	No	No	None

Two distinctions catch people out. Admin cannot access billing — that stays with the Owner. And Editor cannot see personally identifiable information in responses, and cannot delete surveys, which is usually what you want for someone building surveys rather than running the account.

Viewers see a survey’s company-level results only. Team-level results need an Editor seat or above.

Custom roles, permission groups and directory sync are Enterprise features.

Archiving and restoring a workspace

Archiving takes a workspace out of the way without deleting anything. Every survey in an archived workspace stops accepting responses, so archive a workspace only when you genuinely want collection to stop — this is the part people are surprised by.

To restore one:

1. Click your avatar at the top right, then Workspaces.
2. Under the page title, click the link that gives the number archived, such as 1 archived.
3. Click the three dots at the end of the workspace’s row, then Restore.

Two guards apply: you cannot archive your last active workspace, and a restore is refused if it would take you over your plan’s workspace limit.

Removing someone, and transferring ownership

Removing a member reassigns their surveys rather than orphaning them, so nothing disappears when somebody leaves.

To transfer ownership, you need to be the workspace’s Owner:

1. Click your avatar at the top right, then Workspace settings.
2. Scroll to Danger Zone, or click Transfer & Delete in the left menu.
3. Under Transfer Ownership, choose an eligible member as the New Owner.
4. Enter Your Password.
5. Click Initiate Transfer.

The transfer shows as Pending Ownership Transfer until it is confirmed. You become an Admin once it is.

You cannot delete your account while you still own a workspace — transfer ownership first, or the deletion is refused.

Things to know

Survey activity history is coming soon. It is not available yet.

There is no in-product view of team activity — who changed a role, who was invited, who removed whom. Those actions are recorded, but viewing them is not self-serve today. Contact us if you need that record.

Data Retention Defaults in Workspace Settings describes itself as applying “in this workspace”. It is actually account-scoped, so changing it affects every workspace on the account. Worth knowing if you run several.

An occasional “No active workspace context found” error can appear when following a deep link into a workspace on a fresh session. Choosing the workspace with Switch workspace first clears it. We are working on this one.