Today we will be discussing survey collaboration. By the end of this video you will understand how to collaborate on survey projects, how to access these projects, and how to edit collaboration permissions.
FAQ for Survey Collaboration
What is survey collaboration?
Survey collaboration allows you to share your survey projects with other users and control what permissions they have — from simply viewing the survey to editing questions and distributing responses.
Who can initiate collaboration on a survey?
Only the survey owner can invite collaborators to a project. If you don't see the Collaborate option in the Tools menu, you are not the owner and will need to contact the survey owner to request access.
What if I'm the owner but still don't see the Collaborate option?
If you're certain you own the survey but the Collaborate option is missing, reach out to your Brand Admin to ask about enabling the collaboration permission for your account.
Adding Collaborators to Your Survey
How do I start collaborating on a survey?
- Go to the Survey Builder of the project you wish to share.
- Click on the Tools dropdown.
- Select the Collaborate option.
How do I add someone within my organization?
Use the User and Group Address Book to find them. Once you've selected the user(s), click Add Selected.
How do I add someone outside my organization?
Simply type their email address into the search bar, then click Add Selected.
Can I include a custom message with the invitation?
Yes! After clicking Add Selected, you'll see an optional custom message field. Type your message here, or leave it blank and click Invite to send the collaboration code.
Setting Collaboration Permissions
What permissions can I assign to collaborators?
You can control a wide range of permissions, including:
- View the survey
- Edit survey questions
- Distribute the survey
- And more
How do I adjust permissions?
After adding a collaborator, you'll see a list of permission options. Select your preferred permissions and click Save. The email invitation will be sent with those permissions applied.
Accessing a Collaborated Survey
What does the collaboration invitation email look like?
The email contains:
- A collaboration code
- Your optional custom message (if included)
- Step-by-step instructions for accessing the survey
How does a collaborator access the shared survey?
- Log in to Qualtrics.
- Navigate to the Shared with me tab.
- If the survey is not already listed, click Enter collaboration code.
- Paste the code from the email and click Submit.
Once submitted, the collaborator will have the permissions granted by the survey owner.
Managing Shared Projects
How do I remove myself from a shared project?
Click the three dots next to the shared project and select Remove shared project.
Where can I learn more about collaboration scenarios?
For in-depth guidance on different collaboration situations, visit the Survey Collaboration support page.
