Setting up team folders
Create and use Team Folders in InviziPoll to organize polls by team or campaign and collaborate with other admins safely.
Team Folders group related polls so collaborators can find and manage surveys by team, project, or campaign. Use them when more than one admin should work on the same set of polls.
When folders matter most - Shared folders are the normal home for collaborative work. On plans that require a team folder for drafts, pick a folder in Basic info before the first save.
Prerequisites
Permission to create folders in the admin app, a clear naming scheme, and teammates invited with the right role (see Inviting a team member).
Why this matters - Folders keep campaign polls together and make handoffs easier. Name folders for the audience or decision, not for internal ticket IDs.
- Open Team FoldersIn the admin sidebar, choose Team Folders.
- Create a folderAdd a folder with a clear, durable name that still makes sense next quarter.
- Use My Polls when it appearsOwners often get a private My Polls folder automatically. Use it for personal drafts; create shared folders for team campaigns.
- Put polls in the folderOpen the folder and use + Add poll, or choose Team folder on the wizard Basic info step.
- Collaborate from the folderTeammates with access open the same polls from that list. Keep unrelated surveys elsewhere.
Authoring tips
- Some shared workspaces expect a team folder before draft saves and AI tools unlock. If the builder asks you to pick a folder, do that first.
- Use Preview on the poll to check the respondent experience before you distribute.
- Folders do not change anonymity rules. Unlock thresholds and cohort floors still apply - see Demographic cohorts and minimum thresholds and Viewing results.
Related docs
FAQ
Do I need a folder for every poll?
Not always. Single-admin workspaces may rely on My Polls. Shared campaigns should live in a named team folder so others can find them.
Can members create folders?
Creation depends on plan limits and roles. If you cannot create a folder, ask an owner or admin, or check Subscription for folder quotas.
Does a folder expose individual answers to collaborators?
No. Folder access controls who can administer that poll’s aggregates under normal product rules. It does not create a per-response identity list.
