Organization Settings

Jump to: Member roles 

To share surveys with other ZEF Survey tool members, you need to set up an organization and invite other members to join you. You can set up on an organization by clicking your name in the upper right corner and selecting Set up an organization.

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The following view will open: 

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On the tab Organization profile, you can name your organization and define the properties for your company. Later, the property information can be used, for example, in email invitations and when defining survey social sharing. 

On the tab People, you can Invite people, who work in your organization. To invite someone, click Invite people and type those email address who you would like to invite and click Send invitation. Invited people will get an email with a link to the tool. 

Please note that if you have not named your organization before, you need to name the organization before you can make the invitation. 

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HINT! If you have sent an invitation to your colleague, please ask him or her also to check the email's spam folder. 

When you have invited people to join you, you can modify their permissions in the organization.

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Owner means the main member(s) of the customer who manages the customer account. Owner is also capable of making payments on behalf of the customer and changing the status of a member to owner or admin. Every organization needs to have at least one owner and an owner can nominate another user to be an owner. An owner can see and edit all the surveys made in the organization.

Admin means a member or members of the customer with extended rights for overseeing actions taken by members when using the service. Admin is also capable of deleting member accounts. Admin can modify all the surveys that are shared with him or her. 

Member means any individual who accesses service by using a member account associated with the customer and under control of the customer; or for his/her own use. Member can modify all the surveys that are shared with him or her.

HINT! Read here how to share a survey with another ZEF survey tool members.


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