Grant a colleague access to your survey.

You can share the survey with your colleague if they have an account in the ZEF survey tool and belong to the same organization as you. You can grant your colleague either viewing or editing permissions for the selected survey.

How to Grant Permissions

1. On the frontpage, select the survey you want to grant permissions for.


2. Adding a user: The user must be a member of the organization. You can search for them using their email address or name in the Add people section.

•You can assign them either editing or viewing permissions.

•If you are the survey owner, you can also transfer ownership to another user.


3. Additional settings: In the Show advanced options section, you can specify whether a user with editing permissions is allowed to add other users or change permission levels.

 

Types of Permissions

Viewing Permissions

A colleague with viewing permissions can:

• preview the survey

• share the survey via a link or email

• access the survey’s analytics section.

With these permissions, the user cannot edit the survey.

 

Editing Permissions

A colleague with editing permissions can:

• view and edit the survey

• send invitation messages

• access the survey results.

Editing permissions are ideal for collaboration, as all changes are saved automatically, and both users can see each other’s updates in real time.

 

Ownership

A user with ownership rights can:

• delete the survey

• manage other users’ permissions.

Keep in mind that when you transfer ownership to another user, you will no longer be the survey owner.