Can I share a survey with someone else in my office/company?

To copy a survey to another user:

  1. Click Surveys or Reports > Surveys in the main navigation menu.
  2. Click the down arrow icon next to the survey's name, and select Copy to.
  3. Start typing the user's name in the input box, and then select them.
  4. Optionally choose to send an email notification to the user.
  5. Click the Copy button.

To share a survey (or folder of surveys) with another user (this will allow them to view the reporting details but not edit or copy the survey in any way):

  1. Click Reports > Surveys in the main navigation menu.
  2. Click the down arrow icon next to the survey/folder's name, and select Sharing.
  3. If you are not currently sharing the survey/folder, click the "Share the Survey/Folder" text link.
  4. Depending upon your company's settings, you can choose to share with all individual users at your company, with all users at specific location(s) or region(s) in your company, or with all users at your company.
  5. Select the user(s) or location(s)/region(s).
  6. Optionally choose to send an email notification to the user(s).
  7. The survey/folder will display in the "Shared Surveys" sub-navigation item under Reports for those user(s).

To unshare a survey (or folder of surveys):

  1. Click Reports > Surveys in the main navigation menu.
  2. Click the down arrow icon next to the survey/folder's name, and select Sharing.
  3. Click the "Delete" text link next to the share you wish to stop.
May not be available in all accounts. Contact us for additional information.