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About team access

By default, accounts on PickFu are for individuals. If you work in a team and would like to share your surveys, payment methods, and prepaid credits then using PickFu as a team is for you! Every plan includes teams with unlimited team members. All plans can assign the Owner and Administrator roles. The Creator and Viewer roles (permission management) require a PickFu+ subscription.

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Benefits of team access

  1. Shared prepaid credit and payment methods. This allows you to have a single person in charge of payments and accounting.
  2. Team member survey visibility. Each team member can see each other’s surveys.
  3. Increased security. Our systems monitor multiple logins and logins from different locations to prevent account hijacking. If suspicious activity is detected, login will be blocked so it is safer to have each individual use their own sign in.

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What plans have teams?

All of our plans have teams!
  • Pay-as-you-go includes unlimited team members. Roles are limited to Owner and Administrator.
  • PickFu+ includes unlimited team members and unlocks the Creator and Viewer roles, so you can manage who can create surveys and who can only view results.

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Team seat roles

  • Owner — full permissions. Can transfer team ownership and migrate surveys to another team.
  • Administrator — can modify all settings, manage billing details, and adjust user permissions.
  • Creator — can create and purchase surveys using prepaid credit or saved payment details. Cannot modify team settings.
  • Viewer — can view and share existing surveys. Cannot create new surveys or modify team settings.
Owner and Administrator can be assigned on any plan. The Creator and Viewer roles are only available on plans that include those seats (such as PickFu+); on other plans the role picker offers Owner and Administrator only.

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What happens if your team downgrades to Pay-as-you-go

When a PickFu+ subscription ends (through cancellation or expiry of a manual subscription) and the team is left on Pay-as-you-go, every active member currently holding Creator or Viewer is automatically changed to Administrator. The Owner is not affected. Resubscribing to PickFu+ does not restore the previous roles. An Administrator needs to reassign Creator or Viewer from the Members page.

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How to use teams

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Creating a team

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Creating a team at plan signup

When you sign up for a plan with team seats, you will be given a choice of create a team organization. Enable the checkbox and name your team.  You are able to change the team name at any time.   If you sign up for a plan with team seats but do not choose to enable team access, the plan will apply to your individual account

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Creating a team manually

If you would like to convert your account to a team, submit this form and someone from our success team will process your request.

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Inviting team members

As a team admin, open your account menu at the bottom of the left sidebar and click Invite coworkers. In the dialog, enter your teammates’ email addresses (comma-separated) and click Send invites — or click Copy invite link to share the link yourself. The same invite link is also shown under Invite members on the Settings > Members page and under Invite link on the Settings > Team details page. Anyone who opens the link is prompted to create an account or sign in to an existing PickFu account. Once signed in, they are added to your team.

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Removing team members

As an admin or owner, go to Settings > Members, click Remove on the member’s row, and confirm in the dialog.
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