It is easy to share surveys with other users.


There are three types of permissions:

  • Viewer --> the users will see only the results, with read-only access
  • Editor --> the users will see the survey and can edit the survey
  • Transcriber --> this is a special role, for external transcribers -- they have access only to the transcription editor


The steps to share a survey are:


1. Go to the Survey Card (on the survey home page) and press the 'Share' button under the ellipsis icon (...).

2. Add users with their permission level (role) and press 'Add'.



Note:

  • The users/emails with whom you are sharing the survey must be inColor users:
    • If they are not yet signed-up, the invitees will be put in "Pending share" in the Share screen above. The email invitation they receive will contain instructions to complete the sign-up process.
    • If the users/emails with which the survey is shared are already inColor users, the email message will contain the survey link and the access to the survey can be done immediately.