Changing your primary user, often referred to as the Primary Admin, in SurveyMonkey involves a straightforward process that grants the highest level of account control to a different team member. This is a crucial administrative task for managing your team's access and ensuring account continuity.
Understanding the Primary Admin Role
The Primary Admin in SurveyMonkey holds the ultimate authority over your account. This role typically has the power to:
- Manage all users and their roles (including adding, editing, and deleting users).
- Handle billing and subscription details.
- Access and manage all surveys, collectors, and results within the team account.
- Transfer account ownership or designate new Primary Admins.
Due to these extensive privileges, only the current Primary Admin can initiate the process of transferring this role to another user.
Step-by-Step Guide to Changing the Primary Admin
To change the Primary Admin of your SurveyMonkey account, follow these steps carefully:
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Log in as the Current Primary Admin:
- Ensure you are logged into SurveyMonkey using the credentials of the account's current Primary Admin. This is the only user with the necessary permissions to perform this action.
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Navigate to Team Management:
- From the main navigation bar within your SurveyMonkey account, locate and select My Team. This section is dedicated to managing your team's users and settings.
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Access User Management:
- Within the My Team section, click on Manage Users. This will display a list of all current users associated with your SurveyMonkey account, along with their assigned roles.
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Identify the New Primary Admin:
- Browse or search through the list of users to find the person who you want to be the new Primary Admin. Ensure this individual is already an active member of your SurveyMonkey team. If they are not yet a user, you will need to add them to your team first.
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Edit User Role:
- Next to the name of the user you wish to promote, you will typically find an option to Edit their role or permissions. Click on this option.
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Assign Primary Admin Role:
- Within the user's settings, locate the section for User Role or Permissions.
- Select or assign the Primary Admin role to this user.
- Important Note: SurveyMonkey typically allows only one Primary Admin per account. When you assign this role to a new user, the system will usually prompt you to confirm that the current Primary Admin will be demoted to a different role (e.g., standard admin or regular user). Review this prompt carefully.
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Confirm the Change:
- Review all changes and confirm your decision. You may be required to enter your password again for security verification. Once confirmed, the new user will officially become the Primary Admin, and the previous Primary Admin's role will be updated accordingly.
When to Change Your Primary Admin
There are several common scenarios where changing your Primary Admin is necessary:
- Personnel Changes: When the current Primary Admin leaves the organization or moves to a different role.
- Account Ownership Transfer: If the responsibility for the SurveyMonkey account needs to be transferred to a new department or individual.
- Centralized Management: To consolidate account management under a specific IT or administrative team.
- Succession Planning: To ensure continuity of account access and management in case of unforeseen circumstances.
Tips for Smooth Transition
- Communicate the Change: Inform both the outgoing and incoming Primary Admins about the transition to ensure everyone is aware of their responsibilities.
- Review Permissions: After the change, review the roles and permissions of other team members to ensure they still have appropriate access.
- Update Billing Information: If the new Primary Admin will also be responsible for billing, ensure they have access to the necessary payment methods and update the billing contact information in SurveyMonkey.
By following these steps, you can efficiently and securely transfer the Primary Admin role within your SurveyMonkey account, maintaining control and continuity over your valuable survey data and team operations.
