Share Surveys within Organizations

Sharing surveys with sub-accounts

How can I share my surveys?

With the corporate and team edition licenses, you can share surveys with other users from your organization account. To add users to your account, please see the help files for sub-accounts and client dashboard accounts.

To share surveys, you can organize them in a folder and set permissions for the folder to allow access.

    • Login »  Surveys
    • Click + Add Folder to create a folder.
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    • Click Share folder to manage permissions.

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  • To rename or delete a folder, click the drop-down by the folder name and choose the desired option. Note: The My Surveys folder is a system folder and cannot be renamed or deleted.
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    For sub-accounts, you have the following permissions:

  • Edit: Edit permission gives users unrestricted access to your surveys within the folder.
  • Report: Users can view and download reports.
  • Copy: Users can make a copy of the survey.
    For dashboard accounts:

  • Dashboard Access: Users can only view and generate reports.

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Where can I see shared surveys with Edit permission?

You can see shared folders under Shared Surveys. Users with Edit permission have unrestricted access to the survey. Users can:

  • Update / delete questions, answer options, header, footer, etc.
  • Change all survey settings.
  • Send survey invitations.
  • View and download data / reports.

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Where can I see shared surveys with Report permission?

You can see shared folders under Shared Surveys. Users with Report permission access can view and download data for the surveys. Users cannot access the Edit Survey tab or the Send Survey tab for the survey to which they were given Report access.

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Where can I see shared surveys with Copy permission?

You can see shared folders under Shared Surveys. Users with Copy permission can only make a copy of the survey. Access to “Edit Survey” tab, “Send Survey” tab, and the “Reports” tab is restricted.

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How can I move Surveys between Folders?

  • Select the Folder to list the Surveys.
  • Cilck on the Options menu for the survey.
  • Now click on the Move option.
  • On the popup window, select the destination folder and click on Move Survey button.
  • The selected survey will be moved to the specified folder.

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