Skip to main content
Team Overview and Management

What is a Team, Billing & Management of a Team

Allison Gottlieb avatar
Written by Allison Gottlieb
Updated over a week ago

What is a Team?

A team in Socrative is a collection of users (teacher accounts) that share a subscription plan. Teams allow a single Socrative user to purchase a subscription with multiple seats, and these seats can be assigned to other teacher accounts to unlock the paid features of the selected plan. Teams can be managed from a central dashboard where team members can be invited, upgraded, and assigned a team role.

As a member of a team in Socrative, the content of your quiz library is still private. Team members can collaborate on shared content in Socrative by creating a Shared Library, and individual quizzes can also be shared with other users directly.

Team Settings

You can view and edit the settings for your different teams by navigating to your profile on the top right and selecting 'Plans and Members'.

Viewing and Selecting Your Team

When you are a member of multiple teams, you can view your different teams by navigating to your profile on the top right and selecting 'Plans and Members'. Select your team from the ‘Viewing team:' selector if it’s not already chosen to reveal your plan details and team members.

On the ‘Choose a Plan’ page, you can select your team from the ‘Viewing plans for team’ dropdown before choosing a plan.

Socrative users can be members of up to 3 teams simultaneously.

Managing a Team’s Subscription

From your team’s settings, you can:

  • Rename Your Team - Choose a unique name for your team.

  • Upgrade – purchase a paid subscription for your team.

  • Manage Subscription – View and edit the billing details and invoices for the team’s paid plan and seats.

  • View Plans – see additional paid plan options available for your team.

The Plan details section will display your plan type, billing period, renewal date, and number of seats purchased/available for the team.

Renewing or Upgrading an Expired Subscription

If a team subscription expires, the team owner or admin can renew or upgrade to a different plan from the team’s settings.

Managing Team Members and Roles

Team Roles

Teams consist of three roles: Owner, Admin, and Member. Each role has a set of actions they can perform – owners and admins are also members but with additional permissions.

You can always transfer team ownership to another team member if needed.

Owner

Admin

Member

Invite Members

Manage Subscription

Access to Billing and Invoices

Manage Seats

Remove a Member

Remove an Admin

Promote Admins

Demote Admins

Transfer Ownership

🗒️ Notes:

  • A team can only have one team owner

  • Admins can view all past invoices and transaction details.

  • If an owner deletes their Socrative Account, ownership will need to be transferred first!

Inviting Team Members

invite new team members by navigating to your profile on the top right and selecting Plans and Members. Choose the team from the ‘Viewing team:’ selector and press the Invite Members button.

Up to 10 team invitations can be sent simultaneously, with a daily limit of 10 invites.

Assigning a Team Role

Change a team member’s role by navigating to your profile on the top right and selecting 'Plans and Members'. Choose the team from the ‘Viewing team:’ selector and find the team member in the ‘Team Members’ section. Use the ‘Role’ column to change the team member’s role.

Assigning a Paid Seat

Assign a paid seat by navigating to your profile on the top right and selecting 'Plans and Members'. Choose the team from the ‘Viewing team:’ selector and find the team member in the ‘Team Members’ section. Under the ‘Seat’ column, select Upgrade to Paid.

If you're part of multiple teams, you only need a paid seat from one team to access the paid features.

Seat behaviour when joining a team

  • If there are available paid seats on the team subscription, the invitee will be assigned a paid seat automatically and can start using the features included in the team plan right away.

  • If there are no available paid seats on the team subscription, members will be added with a free seat.

Managing seats

  • Switching the seat type from ‘Paid’ to ‘Free’ will downgrade their account, making their paid seat available for another team member.

  • Team owners and admins can purchase additional paid seats (up to 3 for Essentials, with no limit for Pro) or downgrade existing members to free up their paid seat for the invitee.

Owners and Admins are not required to use a seat in the team subscription. This is useful if some users handle subscription and team management but don't need the paid features of the team's plan.

Removing Team Members

Remove members by navigating to your profile on the top right and selecting Plans and Members. Choose the team from the ‘Viewing team:’ selector and find the team members you want removed in the ‘Team Members’ section. Select the ‘...’ button on the team member row and press Remove Member.

Any seats they had can also be removed from your plan or kept for new team members.

Transferring Team Ownership

Teams must always have an assigned Owner. If you are a team owner looking to transfer this role or leave the team, team ownership must be transferred to another team admin or member.

Transfer ownership by navigating to your profile on the top right and selecting Plans and Members. Choose the team from the ‘Viewing team:’ selector and find a team member in the ‘Team Members’ section. Select the ‘...’ more options button on the team member row and press Transfer Ownership.

Did this answer your question?