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Managing different User roles in Polly

Polly’s paid plans come with various roles for users. Learn how each role works, and which features it has access to.

💡 Learn more about Polly's paid plans here.

Polly’s paid plans come with various roles for users, these include: 

  • Sender: Senders are roles granted to users on Standard and Pro Polly plans. They have access to advanced authoring controls, more question types, better analytics, and the ability to collect responses from larger audience sizes.
  • Users: If you are not a Sender then by default you are a User. Users have the ability to send polls under the limitation of the Free plan.

Adding Senders (if you have multiple licenses)

If you have multiple seats you can assign them to other people in your workspace. To do so:

  1. Click on your Polly account in the top right-hand corner of your web dashboard.
  2. Click on Users & Permissions.
  3. From the user drop down, you can select the team members or start typing to find the person you’re looking for.
  4. Assign them a seat if you have multiple seats. You can also elect to re-assign your seat if you'd like.

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Swapping your Admin seat on Standard, Pro and Enterprise Plans

As the person that purchases a Polly license, you are the admin of the subscription by default — and we will show you who currently owns the Admin license. But if you purchased the license on behalf of someone else, you can easily give away your license to someone else in your workspace.

To do so, you’ll follow the same steps as above:

  1. Click on Users & Permissions under your Account.
  2. Start typing to search for a user if they do not appear in the drop-down.
  3. Once selected, just hit Assign License

 

If you don't want to send pollys but want to perform subscription & license management, then you can take up the Admin role while re-assigning your license to someone else. This can be done through:

  1. Click on Users & Permissions under your Account.
  2. Click on License right next to your name.
  3. Then click on Reassign license
  4. A Reassign license window will pop up. If you want to transfer the billing administration as well (i.e. license & subscription management) then click on the checkbox. If you only want to assign your license to someone else then leave it unchecked

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Typically IT Teams are the ones who want to retain the billing admin role while assigning the licenses to the people who will be sending out pollys.

 

Analysts*: Analysts have access to the results and data created by senders. They are able to dig into the data, and export results.  In order to view results, Analysts need to be granted access to a survey, poll, or recurring set explicitly by the sender.  Analysts do not have access to create their single or multi-question pollys.

*Analysts roles are only available to users on Legacy plans.