Surveys users and roles
Invite your team, the four roles, sharing a survey with a colleague, and custom roles.
Invite your team
Go to Settings > Users and invite people by email. Each person gets one role. Your plan sets how many users you can have; Viewers count too.
The roles
| Role | What they can do |
|---|---|
| Admin | Everything: surveys, sending, results, settings, users and the plan |
| Manager | Every survey and template, sending, results, links to other apps and alert rules. Not users or the plan |
| Author | Makes surveys and sends them; edits and sees results of their own surveys (or ones shared with them) |
| Viewer | Sees surveys and results. Changes nothing |
The business owner is always an Admin.
Share a survey with a colleague
An Author sees only their own surveys' results. To work on a survey together, open it, go to Settings > Shared with and add the colleague. They can then edit it and see its results.
Custom roles
On Professional and up, Settings > Roles lets you make roles with exactly the rights you choose - for example someone who sees results but never sends.
Audit log
On Business, Settings > Audit log shows who changed surveys, sending, answers and settings, and when.