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Sharing Surveys with Others

PAID FEATURE: Sharing surveys is only available to some customers on some paid plans.

If you have a Full Access seat on a team, you can share surveys with people on or outside of your team. You can control the level of access your team members have to each section of the survey, but the highest level of access available to people outside of your team is View Only.

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Sharing Surveys

How to share

Team members with Full Access seats can share a single survey or multiple surveys at once.

On Team Premier and Team Advantage plans, Share this survey with my team is selected by default when you create a new survey from scratch. This shares your survey with everyone on your team at the time. If you don’t want to share with everyone, be sure to uncheck the box, or manage permissions at anytime.

Share a single survey

To share a single survey:

  1. Go to My Surveys.
  2. Click the ¥ share icon next to the survey you want to share.
  3. Choose the people you want to share the survey with—select team members from the list or enter email addresses of people outside of your team.
  4. Click Continue.
  5. (Optional) Click Edit Permissions (Change) to update the default access levels for each section of the survey.
  6. Click Share Survey.
Share multiple surveys

 

PAID FEATURE: Sharing multiple surveys at the same time is only available to customers on some team plans.

To share one or more surveys:

  1. Go to My Surveys.
  2. Check the boxes next to the surveys you want to share. You can share up to 500 surveys at a time.
  3. From the menu that appears at the bottom of the page, click Share.
  4. Choose the team members you want to share the survey with from the list.
  5. Click Continue.
  6. Click Edit Permissions (Change) to update the default access levels for each section of the survey.
  7. Click Share Survey.

The permissions you select for multiple surveys will override any permissions you set for surveys you've previously shared.

If you aren't able to share multiple surveys at a time or want to share surveys with people outside of your team, you can share surveys one at a time.

We send an email notification to anyone you shared the survey with. To access the survey, they can click Open Survey to log in or sign up for an account. The account email address needs to match the one the survey was shared with.

A survey that's shared with another account is available until the survey owner either removes the person or transfers the survey to someone outside of the team.

Default Access Levels

Each person is given the highest level of access by default, based on their seat type's permissions.

 

Seat typeDefault access levels
Full Access seats (Primary Admin and Full User roles)Design Survey—Full Access
Collect Responses—Full Access
Analyze Results—Full Access
Contributor seats (Analyst)Design Survey—View Only
Collect Responses—View Only
Analyze Results—Full Access
People not on your teamDesign Survey—View Only
Collect Responses—View Only
Analyze Results—View Only

While sharing a survey, you can click Edit Permissions (Change) to update the default access levels for each section of the survey for Full Users and Admins or Analysts you've selected.

If you don't have any Analysts selected to share with, and you want to assign different access levels to each Full Access seat, select Set individual permissions and click the p Edit Permissions icon. You won't see this option if you have Analysts selected to share a survey with, but you can always Edit Permissions later.

 

Managing Shared Surveys & Permissions

Finding Your Shared Surveys

You can see all surveys in your account from My Surveys.

Label
Description
¥ Shared by youThe survey is owned by you and shared with others.
¥ Shared with youSomeone else owns the survey and they shared it with you. It isn't possible to re-share a shared survey.
TIP! We automatically create folders for shared surveys so you can easily find shared surveys in your survey list.

Viewing & Editing Sharing Permissions

You can view and manage sharing permissions from My Surveys.

View the People You Shared Surveys With

Team members with access to a shared survey can see who else it's shared with, and what permissions each person has. People outside of the team can't see who else the shared survey with.

To view the people a survey is shared with:

  1. Go to My Surveys.
  2. Click Owned by you and shared or Shared with you next to the survey title.
  3. Click the ¥ View Sharing icon.
Stop Sharing with Someone

Survey owners can remove people from accessing a survey.

To remove a someone from a accessing a survey:

  1. Go to My Surveys.
  2. Click Shared by you next to the survey title.
  3. Click # next to the person you want to remove.
  4. Click Done to immediately remove the survey from their account.
Edit Permissions

To edit someone's access levels to a survey:

  1. Go to My Surveys.
  2. Click Shared by you next to the survey title.
  3. Click p next to the person whose permissions you want to edit.
  4. Choose the new access levels for each section of the survey.
  5. Click Save.
Want to update the sharing permissions for multiple surveys? Share multiple surveys and select access levels for all surveys at once. These permissions will override any previous share permissions.

 

Access Levels: Design Survey

Access Level
Description
Full AccessFull Access permissions to view, create, edit, or delete anything in the Design Survey section.
View OnlyPeople with View Only permissions can view the Design Survey section but can't see most survey settings like options, logic, or question settings. They also can't edit or delete anything in the Design Survey section.

Viewing Edits in Shared Surveys

You need to refresh the Design Survey page to see other people's changes.

There isn't a way to track changes, view live collaborative editing, revert changes, or see who's currently editing on the survey.

Get feedback without giving access. Invite someone to comment on your survey design if you want to get feedback without giving them access to your survey in their account.

 

Access Levels: Collect Responses

Access Level
Description
Full Access *Full permissions to view, create, edit, or delete anything in the Collect Responses section.

This access level is only available when Analyze Results is also set to Full Access.
View Only *People can view the collector list and some information in each collector, but they can't edit collector options or send the survey to get responses.
No AccessNo Access to the Collect Responses section.

* People you share your survey with may run into access level limitations due to certain collector type exceptions.

Exceptions

Email Invitation and Text Message Collectors

Since contacts are unique to an account, survey owners can make edits to the Email Invitation and Text Message collectors they created. Any shared Email Invitation or Text Message collectors will be View Only.

People can see the survey results from Email Invitation and Text Message collectors, as long as they have the right permissions for the Analyze Results section.

Web Link and Social Media Collectors

People with View Only permissions to the Collect Responses section see a version of the survey link where the URL ending is replaced with asterisks (*). This is to prevent anyone without Full Access permissions from sharing the link to get responses.

Website Collector

People with View Only permissions to the Collect Responses section can't view Website Collectors (Popup Surveys, Popup Invitations, and Embedded Surveys). People need Full Access permissions to view Website collectors.

 

Access Levels: Analyze Results

Access Level
Description
Full AccessFull permissions to view, create, edit, or delete anything in the Analyze Results section.

People will see any rules, saved views, custom charts, shared data pages, exports, or text analysis created by the survey owner or any others with Full Access permissions. You need to refresh the Analyze Results page to see other people's edits to the Analyze Results section.

Full Access in Analyze Results is only available when Collect Responses is also set to Full Access.
View OnlyPeople can view the survey results in the Original View only.

People will not see any rules, saved views, custom charts, shared data pages, exports, or text analysis created by the survey owner or others, and they can't make any changes.
No AccessNo Access to the Analyze Results section.

On the My Surveys page, people won't see how many responses a survey has—they see ≥1 instead.
Share results with anyone! To share your survey results with a wider audience, create a shared data page or results dashboard and share the link anywhere.

 

Access Levels: My Surveys

What you can do with a shared survey depends on whether you're the survey owner or a survey is shared with you.

Action
Survey Owner
Shared with you
(Any access level)
Send a copy
3
3
Transfer a survey
3
å
Clear responses
3
å*
Delete a survey
3
å
Use an Integration
3
å

* People with Full Access permissions to the Collect Responses or Analyze Results sections are able to clear or delete responses from those sections—just not from the My Surveys page.

 

Requesting Survey Access

Looking for team surveys?

After you join a team, ask your Primary Admin and teammates to share surveys so you can access your team’s existing surveys.

Want to request more access?

People in the same team can request more access to a specific section of a survey that's shared with them.

To request more access:

  1. Go to My Surveys and open the survey you want a higher level of access to.
  2. From the Design Survey, Collect Responses, or Analyze Results section click the dropdown that shows your current access level in the upper-right corner (for example, No Access or View Only). You'll see a list of each section of the survey and your current level of access.
  3. Next to the section you want more access to, click Request Access.

The survey owner gets an email notification about the request and can choose to change your access levels. There's no way to request a specific level of access—it's up to the survey owner to decide what level of access they give you.

Your seat type may also limit the level of access you can have to a specific section of a survey.

 

If you have a Full Access seat on a team, you can share surveys with people in or outside of your team. You can control the level of access (or permissions) your team members have to each section of the survey. The highest level of access available to people outside of your team is View Only.

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