When setting up a new country or department in an already existing organisational structure, you can ensure that the new teams don't receive any unwanted surveys during the setup process. Here's how to exclude a team from all survey send-outs:
- Click Administration
- Click Users & team
- Under the Teams tab, click your way through the organisation structure until you've found the team you want to exclude. You can also search for the team using the search function
- Click on the three dots
- Click Edit
- Click Advanced
- Check the Exclude from question mailing box
- If you want to exclude all underlying teams as well, check the Update setting for the underlying teams as well
- Click Save
Note: Excluded teams are red in the organisational chart to make it easy for you to differentiate them from the rest.
Undo the changes
Remember that you must manually undo the steps once everything is in place. Here's how:
- Follow steps 1-6 above
- Uncheck the "Exclude from question mailing" box
- Check the "Update setting for the underlying teams as well" box if you want these changes to apply to all underlying teams
- Click Save.