Folder Level Permissions - How to?

You can share your folders with other users added as your Sub Accounts.
Click on Share Folder


On the popup, select the sub accounts you want to share the folder with and save changes.

To create a new user role for your Workforce organization please follow the steps below:

• Go to Surveys » Organization >> Roles
• Click on the Add new Role button.




• In the pop-up, select product as Workforce and enter a name for the role and select all the permissions you want to provide to the new user role.
• Click on the Create Role button.
User can restrict access as per view and edit role.



• You can now see the new role added in the list of user roles.

To assign new custom role to an existing user please follow the steps below:

• Go to Surveys » Organization » Users
• Click on the email adress of the user or the edit icon on the right hand side of the user's details to edit the user.




• Select the new custom role from the Role drop-down menu
• Click on the Save Changes button.

To add Sub-Accounts go to:

• Login » Workforce » My Account (Top Right Corner)
• Click on Organization Settings

• Click on Add User

• Create a sub account user by filling the below fields:
• Email Address
• Password
• Password (Confirm)

Yes, Sub-Accounts can give access of their workforce to the main account and other sub-accounts users.

For every Workforce, you can control if it is "Shared" or not. By default your Workforce is not shared with any sub accounts. If you want others in your company to have access to your Workforce, you will have to manually share it with the required users