{"id":2281,"date":"2020-08-07T10:07:00","date_gmt":"2020-08-07T09:07:00","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&p=2281"},"modified":"2024-10-17T14:57:39","modified_gmt":"2024-10-17T13:57:39","slug":"how-to-share-a-survey-or-template","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/how-to-share-a-survey-or-template\/","title":{"rendered":"How to share a survey or survey template"},"content":{"rendered":"\n

This article describes how to share a survey that you own with another Snap XMP Online user.<\/p>\n\n\n\n

User permissions<\/h2>\n\n\n\n
Permissions<\/strong> <\/td> Description<\/strong> <\/td><\/tr>
Analyst<\/strong> <\/td> This permission gives access the\u00a0Analyze<\/strong>\u00a0section of a survey, including using pre-defined filters and contexts. <\/td><\/tr>
Analyst plus data download<\/strong> <\/td>This gives the same permission as\u00a0Analyst<\/strong>\u00a0with the addition of the ability to download the survey data, and create a custom filter and custom context.<\/td><\/tr>
Intermediate researcher<\/strong><\/td>This 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.<\/td><\/tr>
Interviewer<\/strong> <\/td> This permission allows access to use the survey as an interviewer, but does not give access to the Build<\/strong>, Collect<\/strong> or Analyze<\/strong> sections. <\/td><\/tr>
Researcher<\/strong> <\/td> This gives full access to all sections of the survey: Build<\/strong>, Collect<\/strong> and Analyze<\/strong>. <\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

How to share a survey or survey template<\/h2>\n\n\n\n
    \n
  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.<\/li>\n\n\n\n
  2. Select the survey or survey template that you want to share.<\/li>\n\n\n\n
  3. Select the Shares<\/strong> tab. This lists the users who you have shared the survey with.<\/li>\n<\/ol>\n\n\n\n
    \"Shares<\/figure>\n\n\n\n
      \n
    1. Click the Add user<\/strong> button to enter the details of the user you want to share the survey with. The user must have a Snap XMP Online account.<\/li>\n<\/ol>\n\n\n\n
      \"Add<\/figure>\n\n\n\n
        \n
      1. In the Add user<\/strong> dialog enter the user\u2019s email address that they use to access their Snap XMP Online account.<\/li>\n\n\n\n
      2. Next set the Permissions<\/strong> for the user.<\/li>\n\n\n\n
      3. Set Enabled<\/strong> to Yes for the user to have access to the shared survey or survey template.<\/li>\n\n\n\n
      4. Set Manage shares<\/strong> to No if you do not want the user to share the survey with other account holders. Set Manage shares<\/strong> to Yes if you want the user to be able to share the survey with other Snap XMP Online account users.<\/li>\n\n\n\n
      5. When you have entered the user details, click Save<\/strong> to add the user. The user has access to the shared item. The new user is displayed in the Shares list.<\/li>\n<\/ol>\n\n\n\n
        \"Shares<\/figure>\n\n\n\n
          \n
        1. The survey or survey template is shown with the shared icon \"SharedSurvey.png\" .<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

          This article describes how to share a survey that you own with another Snap XMP Online user. User permissions Permissions Description Analyst This permission gives access the\u00a0Analyze\u00a0section of a survey, including using pre-defined filters and contexts. Analyst plus data download This gives the same permission as\u00a0Analyst\u00a0with the addition of the ability to download the survey […]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[34],"epkb_post_type_1_tag":[],"class_list":["post-2281","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-sharing-resources"],"acf":[],"yoast_head":"\nHow to share a survey or survey template | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/how-to-share-a-survey-or-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to share a survey or survey template | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"This article describes how to share a survey that you own with another Snap XMP Online user. 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