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Sharing Programs and Collaborating

Program sharing lets your team coordinate surveys, manage initiatives together, and collect feedback over time. Sharing and collaboration capabilities depend on your plan level. 

If you are the program Owner or Editor, you can share programs with others in your team. When sharing, you can assign others as a Program Editor or Program Viewer.

Here's a basic overview of the program roles:

RolePermissions 

Program Owner
The person has full control, can assign roles, and delete a program.

Program Editor
The person can add or remove surveys, share the program with others, manage dashboards and collectors, and maintain the program structure.

Program Viewer
Has read-only access to view the program, its surveys, and dashboards. They can’t share with others and can’t edit the program dashboard.

If you are a Program Owner or Program Editor, you can share programs with members of your team.

To share a program:

  1. From Home, go to Programs.
  2. On your program overview page, find the program you want to share and select the three dots (...) next to the title.
  3. Select Share, then enter the email address of each team member you want to add.
  4. Choose a role for each person: Editor or Viewer.
  5. Select Share to complete the step.

Program Owners can remove team members from a shared program at any time.

To remove access to a program:

  1. From Home, go to Programs.
  2. Find the program you want to edit and select the three dots (...) next to the title.
  3. Next to the person's name, select Remove.

You can add shared surveys to a program if you are the Program Owner or Program Editor when the survey meets the requirements below. This allows your team to work on surveys in programs together.

To add a survey to a program, the survey must meet one of these requirements: 

  • You own the survey.
  • You have Edit access to create, publish, and analyze the survey, and the survey owner allowed the Team members can reshare this survey setting.

Programs use an additive permission model. Your access to a survey is determined by the highest permission you have from either:

We give you the highest level of access available by default. Programs never replace your survey permissions; they only add to them.

  • Direct survey access is higher: If you have Edit access to a survey directly, but someone adds you to the program as a Viewer, you keep your Edit access to the survey.
  • Program role is higher: If you have View access to a survey directly, but someone adds you to the program as an Editor, you get Edit access to the survey while working inside the program.
  • Survey not shared directly: If someone adds you to a program as an Editor, but does not share the survey with you directly, you receive Edit access to the survey through the program.
  • Access changes when removed from a program: If someone removes you from the program, you lose your program-based permissions. For example, if your direct survey access is View and your program role is Editor, your access is Editor while working in the program, but your access level drops back to View when you leave the program.

To summarize, here’s how your access permissions are calculated:

Direct Survey AccessProgram Role AccessFinal Access Permissions
EditViewerEdit
ViewEditorEdit
NoneEditorEdit
ViewViewerView

Program Owners can transfer ownership of a program to another account on their team.

To transfer ownership of a program:

  1. From Home, go to Programs.
  2. Find the program you want to transfer and select the three dots (...) next to the title.
  3. Select Transfer, and enter the username and email address for the account receiving the program under Transfer to.
  4. Select Transfer to complete the step.