Modify team names, external IDs, membership and roles to maintain accurate team composition and control access to reports.
For teams that you have created, you can modify the team name, external ID, add or remove team members, or change team members' roles. To edit a team, click the name of the team on the Teams page to display their Team Details page.
Note: Gallup Access will automatically save any changes you make to your team.
Note: With a Gallup Access subscription, you can also edit teams by uploading a CSV file.
Team Details page
- To modify the team name or external ID, click the edit symbol (
) next to the team's name. - To add a member, select Add Members from the Team Options drop-down list on the upper-right corner of the page.
- If you have the necessary role assigned to your account, you can assign a survey to the team by selecting Add Surveys from the Team Options drop-down list.
-
To delete the team, select Delete Team from the Team Options drop-down list.
Note: Deleting a team will not affect the team's survey(s) data or reports.
- To change a member's roles, use their corresponding drop-down field in the Team Role column of the Members tab.
- To remove a member, select Remove from their corresponding More Options menu (⁝) of the Members tab.
When you add members to a team and grant them the Owner or Delegate role, Gallup Access will prompt you to enable access to team reports for these new members. To allow the new members with an Owner or Delegate role access to team reports, select Enable for all projects in the Add Owners or Delegates to Project window, and then click Save.
Note: When you enable access to team reports, Gallup Access will not email those members to indicate when the reports are ready.
Add Owners or Delegates to Project window
Frequently Asked Questions
If I add a member to my team, will it affect my existing reports?
No. When a survey closes and Gallup Access generates your reports, it uses a snapshot of your team at that point in time. Any changes you make by adding or removing team members will not affect those point-in-time snapshots.
I want to add a member to my team, but when I search for them, I get no matching results.
When adding a member to your team, the Teams tool only searches for members not on the team. If you have already confirmed that the member has an active Gallup Access account, they are likely already on your team, so you do not need to add them.
After Gallup Access generates my reports, can I give someone else access to the team report?
Yes. Any team member with the Owner role can access the report. You can assign the role to an existing team member or add a new member to the team with the Owner role. Keep in mind that you can only add a new member if they have an active Gallup Access account within your organization.