How to share a survey or survey template

This article describes how to share a survey that you own with another Snap XMP Online user.

User permissions

Permissions

Description

Analyst

This gives permission to access the Analyze section of a survey.

Analyst plus data download

This gives the same permission as Analyst with the addition of access to download the survey data.

Intermediate researcherThis gives a reduced researcher access. The user has full access to the Build and Analyze sections, but reduced access to the Collect section. The user can publish the survey before interviewing starts but does not have permission to start or stop interviewing for the survey. An intermediate researcher can publish and update a live survey using Snap XMP Desktop.

Interviewer

This permission allows access to use the survey as an interviewer, but does not give access to the Build, Collect or Analyze sections.

Researcher

This gives full access to all sections of the survey: Build, Collect and Analyze.

How to share a survey or survey template

  1. Log in to Snap XMP Online and Your work is the first page shown. If you are already logged into Snap XMP Online, click Home to return to Your work. This shows the Summary tab, by default.
  2. Select the survey or survey template that you want to share.
  3. Select the Shares tab. This lists the users who you have shared the survey with.
Shares tab showing the users that share the selected survey
  1. Click the Add user button to enter the details of the user you want to share the survey with. The user must have a Snap XMP Online account.
Add a user to share the selected survey
  1. In the Add user dialog enter the user’s email address that they use to access their Snap XMP Online account.
  2. Next set the Permissions for the user.
  3. Set Enabled to Yes for the user to have access to the shared survey or survey template.
  4. Set Manage shares to No if you do not want the user to share the survey with other account holders. Set Manage shares to Yes if you want the user to be able to share the survey with other Snap XMP Online account users.
  5. When you have entered the user details, click Save to add the user. The user has access to the shared item. The new user is displayed in the Shares list.
Shares tab showing the users that share the selected survey
  1. The survey or survey template is shown with the shared icon SharedSurvey.png .
Updated
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  • Targeting: identify if you contacted or called us as a result of one of our adverts

This website will:

  • Remember which cookies group you accepted
  • Strictly necessary: remember your cookie permission setting
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  • Strictly necessary: authenticate that you are logged into your user account
  • Functionality: remember your online chat ID
  • Analytics: keep track of your visited pages and interaction taken
  • Analytics: keep track of your location and region based on your partial IP number
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  • Analytics: identify the device you are using
  • Targeting: identify if you contacted or called us as a result of one of our adverts

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