Sharing Surveys with Others
Jump to...
- How Sharing Works
- Ways to Share Surveys
- Viewing Shared Surveys & Permissions
- Managing Shared Surveys & Permissions
- Requesting Survey Access
How Sharing Works |
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You can share surveys with people on or outside your team if you have an Enterprise account or a Full Access seat on a team. You can see which plan you have in My Account. Your plan type determines:
Setting Survey PermissionsWhen a survey is shared, people are granted permissions to each section of the survey. A team member's seat type determines the default access level assigned to them. But survey owners can edit someone's survey permissions or stop sharing at anytime. When a survey is shared with people outside your team, the most access they can have is View Only. Are My Surveys Private?Your surveys are private to your account unless:
At any time, you can check whether your surveys are shared along with who they're shared with. |
Ways to Share Surveys |
Depending on your plan, there are different ways survey owners and teammates can share surveys—expand the sections below to learn more. Share a single survey
To share a single survey:
Share multiple surveys
To share one or more surveys with people on your team:
The permissions you select for multiple surveys will override any permissions you set for surveys previously shared. You can only share surveys one at a time with people outside of your team. Share surveys with your entire team
The checkbox to Share this survey with my team lets you share a survey with your entire team, including new people who join your team in the future. This option is available when you click the ¥ Share icon from My Surveys or create a survey from scratch. If you're part of the Team Sharing beta experience, you may not be able to edit these settings.
We send an email notification to anyone you share a 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. Shared surveys remain available in your account until you remove it, it's deleted by the survey owner, or the survey owner either removes you from accessing the survey or transfers the survey to someone outside of the team. |
Viewing Shared Surveys & Permissions |
You can see all surveys in your account from My Surveys. We automatically create folders for shared surveys so you can easily find them. If you have shared surveys, you can click ¥ Shared by you or ¥ Shared with you to see who else the survey is shared with and what permissions each person has. People outside of the team don't have visibility into who else a survey is shared with. |
Managing Shared Surveys & Permissions | ||||||||||||||||||||
Editing Sharing PermissionsWhen a survey is shared, survey owners can edit permissions to change the level of access a person has to each section of the survey or stop sharing the survey completely. Edit permissions
To edit someone's survey permissions:
If you're part of the Team Sharing beta experience, you may not be able to edit these settings. Want to update the sharing permissions for multiple surveys at once? Share multiple surveys and select access levels for all surveys at once. These permissions will override any previous share permissions.
Stop sharing surveys
Survey owners can remove individuals or their entire team from accessing a survey. To remove people from accessing a survey:
If you're part of the Team Sharing beta experience, you may not be able to edit these settings. Managing Team Sharing SettingsAll team surveys are shared with the entire team automatically, by default. Primary Admins can choose a team-wide setting that determines whether survey owners can choose their own account-wide setting that controls how their surveys are shared with the team. These settings are applied any time a team member creates a new survey or ¥ shares a survey from the My Surveys page. Currently, team sharing settings aren't applied when you copy a survey or send a copy of a survey from the Dashboard or My Surveys pages.
Expand a section to learn how to manage Team Sharing settings. Setting team-wide share settings (for Primary Admins)
To view and edit the team-wide sharing setting:
These changes only affect newly created surveys—they don’t override the sharing settings on existing surveys. A team member's seat type may also limit their level of access to a specific section of a survey. Team Sharing Options
Setting account-wide share settings (for survey owners)
Your ability to change the Team Sharing setting for your surveys depends on what the Primary Admin chose as the team-wide setting. All surveys are shared with the entire team automatically, by default, but some survey owners may be able to choose different share settings for their own surveys. To view or edit how your own surveys are shared with the team:
These changes only affect newly created surveys—they don’t override the sharing settings on existing surveys. Survey owners may also want to share surveys they've already created with team members. A team member's seat type may also limit their level of access to a specific section of a survey. What Survey Owners Can Do
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Requesting Survey Access |
Looking for team surveys?After you join a team, you may already have shared surveys in your account. If you don't, ask the Primary Admin and teammates to share surveys so you can access your team's existing surveys. Want more access to a shared survey?People on the same team can request more access to a specific section of a survey that's shared with them. To request more access:
The survey owner will get an email 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.
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