Design and Deploy New Surveys

Enter admin user credentials to use this interface.

Step 2: Create a survey instance

In this page, we assume your intention is to create a new survey. However in case you wish to check first whether there's an existing survey that already suits your needs, below is a list of all existing surveys:

To create a new survey, simply enter your desired name below and click submit. The list above will automatically update to reflect that your new survey has been created.

Step 3: Grant permissions

Note: To add, edit, or modify the content of a survey, your user must be assigned the roles of designer for that survey.

Before a user can modify the content of a survey, that user must be assigned designer permissions.

Step 4: Add content

You may add content manually—building your survey out one question at a time. You may also use the import questions and layouts feature within the Designer UI to automatically load a pre-designed survey.

Step 5B: Survey Preview

Step 6: Select a target account

Surveys only work in the context of an account. Below is a list of existing accounts:

Optionally, create a new account:

Step 7: Manage User Permissions

Select a user to manage:

Survey Filler Access Tags ()

For a user to fill out a survey, they must:

be added as a filler for that project, and
also as a member of an account (next step).

These are the surveys that the selected user can access:

Add user as a filler to a survey project

Application users with admin permissions can grant access to any existing survey—enabling the user to the externally deployed survey instance:

Remove user as a filler to a survey project

Assign user to an account

Users must also be assigned to an account were survey responses are saved—allowing the user to respond on behalf of that account. These are the accounts to which the selected user is currently assigned:

Application users with admin permissions can authorize any user to respond for any account:

To allow a user to respond on behalf of an account:

To disallow a user to respond on behalf of an account: