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Engaging audiences means collaborating with teammates from early planning to post-presentation reporting. At every step of the process, it takes a group effort to lead seamless and inclusive meetings, trainings, and events.
Note: Team Lead and Team Manager roles are only available on enterprise accounts.
Here is a breakdown of the different roles:
Presenter: Create and present activities, share activities with Teams and run reports on Shared activities. This is the default user role for all new users on an account.
Team Manager: Manage membership, settings, and reporting only on the Teams they are assigned to. They cannot create teams themselves.
Team Lead: Create Teams and manage their membership, clear and reset Shared activities, run reports for all activities shared with the Team.
Account Administrator: Manage account-wide settings and defaults, invite presenters to the account, view and edit all account activities.
Account Owner: Oversee the entire account, including settings, payment methods, billing, and presenter licenses. Only owners can change plans, which includes downgrading or upgrading an account’s plan. There may only be one owner per account.
Important note: Admins and owners can edit all account activities, including each other’s. This is to say, an admin can modify, delete, etc an owner's activities by design.
Each level adds new privileges — for example, Team Lead can perform all of the same actions as a Team Manager and Presenter with the added benefit of creating Teams. Account admin functions like Team Lead with even more access.
Roles Comparison
Presenter |
Team Manager |
Team Lead |
Account Administrator |
Account Owner |
|
Respond to unregistered activities |
✓ |
✓ |
✓ |
✓ |
✓ |
See your own response history |
✓ |
✓ |
✓ |
✓ |
✓ |
Respond to registered-only activities |
✓ |
✓ |
✓ |
✓ |
✓ |
Present activities (collect responses) |
✓ |
✓ |
✓ |
✓ |
✓ |
Create and configure activities for yourself |
✓ |
✓ |
✓ |
✓ |
✓ |
Run your reports on activities you made |
✓ |
✓ |
✓ |
✓ |
✓ |
Share activities with others on your team |
✓ |
✓ |
✓ |
✓ |
✓ |
Send copy of your activities to anyone in the account |
✓ |
✓ |
✓ |
✓ |
✓ |
Run reports for others in your team (shared only) |
✓ |
✓ |
✓ |
✓ |
✓ |
Add/remove members in a team |
✓ |
✓ |
✓ |
✓ |
|
Change "presentation" settings for activities shared with team (clear and reset) |
✓ |
✓ |
✓ |
✓ |
|
Create a team |
✓ |
✓ |
✓ |
||
Edit activities shared with the team |
✓ |
✓ |
|||
Invite or remove users from account |
✓ |
✓ |
|||
Edit or Delete unshared activities owned by another user |
✓ |
✓ |
|||
Access and change account settings |
✓ |
✓ |
|||
Data exports and run reports for anyone in the account |
✓ |
✓ |
|||
Access to "account activities" to view, report, edit activities owned by any subuser on the account |
✓ |
✓ |
|||
Purchase additional user licenses |
✓ |
||||
Access billing, receipts, change plan |
✓ |
Change Presenter Roles
Only the Account Owner or Account Admin may change the presenter role for other users on the account. Presenter roles cannot be set until the user has accepted an invitation to join the account.
To change a presenter role:
- Log into the Poll Everywhere account at www.polleverywhere.com.
- Go to the Account admin dashboard by clicking the gear icon in the bottom left corner. This will take you directly to the Manage Presenters page.
- Use the search tool or scroll to find the user in the Presenter Management table.
- In the Role column, select the appropriate role from the dropdown menu.
Once selected, the role permission will immediately be applied to the user.