• Asking the owner of the survey, folder or template, to stop your share permissions.
• Stop sharing using your Snap XMP Online account.

These instructions show how you can stop sharing the item from your Snap XMP Online account.

Stop using a shared item

1. Log in to Snap XMP Online to display your work. If you are already using Snap XMP Online, click Home to return to your work.
2. Open the Shared with you folder.
3. Select the shared survey, template or folder that you no longer need to access.
4. Select the Shares tab.

5. Click the Actions menu then select Stop sharing survey with me. The menu may say Stop sharing folder with me or Stop sharing template with me, depending on the shared item selected.

6. This opens a confirmation dialog, containing a summary of the items you will no longer be able to access. Click Stop sharing to stop sharing the shared item. Click Cancel if you do not want to change the sharing access.

If you cannot see the stop sharing menu item then you have access to this survey, template or folder through the parent folder share permissions. You need to select the folder that has the share permission instead. You can find which folder this is by finding your Snap XMP account in the share list and finding the inherited from folder.

The post Stop sharing another user’s work appeared first on SnapSurveys.

It describes the best practices for setting up users and folders where sharing is used to collaborate on working with the organization’s surveys.

In addition to this document there is an accompanying video Working with folders that will help you create, use and share folders in Snap XMP.

Setting up the accounts

We recommend that there is a hierarchical set up where there are two types of account within an organization:

• Master User Account. This is a researcher account that is used as a nominated account to create folders which are then used to share the surveys with other individual researcher accounts. This could be a role or group-based account, for example surveyadmin@organization.com, so that it can be passed onto another person in the organization or used by multiple holders at the same time. This account should only contain folders and surveys that they are shared with the organization’s user accounts.

• User Account. This is all other individual researcher accounts.

The organization should have one account that is identified as a nominated Master User Account. This can be a role or group-based account, so that if the account holder leaves the account can easily be used by another person in the organization. Each user in the organization has an individual User Account. Folders are set up in the Master User Account and individual User Accounts are given shared access with permissions to folders appropriate to them.

There are two ways of setting up sharing for collaborating on surveys:

• All users have access to all surveys
• Users are restricted to surveys that are relevant to them

All users have access to all surveys

In an organization where all users work on the same surveys, then the Master User Account holder can share the surveys created in their Your Work folder to each of the other users.

These users can then create and access surveys via their Shared with you folder. The user accounts should only create or work on surveys within this Shared with you folder. Surveys created in their own areas will not be shared and therefore it is advised against.

The shared folders can also be viewed in Snap XMP Desktop.

The diagram below shows the sharing relationship between the Master User Account and the User Accounts where all users are given access to all surveys.

Users are restricted to relevant surveys

If there is a requirement to segment work so that only some users have access to certain surveys, then the Master User Account holder can create specific folders in their Your Work folder and shares those with the relevant users. So, for example, if two departments work independently from one another, but they want to share access within their own department, then the Master User Account holder creates a folder for Department A, and shares that with all members of Department A.

The shared folders can also be viewed in Snap XMP Desktop.

Similarly, they create a folder for Department B, and they share that with members of Department B.

In this way, all units consumed by the User Accounts of the organization will be recorded against the Master User Account, and the activity logs recorded for each survey will show who (which User Account holder) has done what and when they did it.

The diagram below shows the sharing relationship between the Master User Account and the individual researcher accounts when users are restricted to surveys relevant to them.

If required, User Accounts can share their surveys or folders with any other User Accounts in the normal way and have permissions to add, delete, edit in their folders and any folders that have been shared with them. Any User Account with the ability to manage the shares will be able to add, delete, edit the shares.

Summary

The following are properties of the Master User Account.

• Nominated account for setting up all the working folders of the organization
• Working folders (and sub folders) are set up in the Your Work folder of this account
• Working folders, in the Your Work folder, are shared with full permissions to Individual Researcher accounts
• The entire Your work folder can also be shared if necessary
• Has access to the Audit log for each survey owned or shared with them

The following are properties of the User Account (with Manage shares permissions given)

• Has folders and surveys shared with them that are available from the Shared with you folder
• Can create sub folders and surveys in the folders shared with them
• Can create folders and surveys in their Your Work folder
• Can share any folder or survey including the Your Work folder
• Has access to the Audit log for each survey owned or shared with them

Guidance to follow when someone leaves the organization

When a user leaves an organization, if shares have been set up in the suggested ways described in this guide and does not have any of their own work in their account, then the User Account becomes dormant and all the surveys they have been working on will be under the control of the Master User Account holder.

If the leaving user has work in their own account, then before they leave, they should share their work with the Master User Account holder who can then reshare it to other user accounts in the organization.

In the case where a user leaves with work in their own account, that is not shared with the Master User Account, then a person with authority from the organization needs to contact the Helpdesk and request that the account is assigned to a new email address. To demonstrate that the person contacting the Helpdesk has suitable authority, they will be required to run through a number of security questions. When the support team have verified that the contact is a genuine person with authority, they will inform the person of authority that they will initiate a password reset to generate a link, which they will be sent, so they can reset the password and log into the account. The person of authority can then decide how they wish to share the folders and surveys of this old account.

When they share the folders and surveys the Manage shares option should be set to Yes. The researcher that has been shared the folders and surveys of the old account now has full access to these resources. They can clone a survey (through Desktop mode) if they want to have a copy of the survey in their Your work folder (or sub folder), bearing in mind that the URL will be different. If the original survey is deleted, they can then reuse the original URL on the cloned survey. Once all the folders and surveys of the old researcher account have been shared there is no requirement to log into this account again, however, it will remain active until such times as the organization requires it to be deleted.

Snap XMP Online user account leaving process

1. If a user leaving the organization has been working in the suggested ways described in this guide and does not have any of their own work in their account, then the Master User Account holder shares the leaver’s work to other User Accounts as appropriate.
2. If the user leaving has work in their own account, they should share their work with the Master User Account holder so it can be shared to other users.
3. If the user has left the organization and did not share their work with the Master User Account holder, then a person of authority will need to contact Support to request a change of password in order to access the account. This requires verification that the contact is a genuine person with authority.
4. Admins of Snap XMP Online initiate the Password reset process to generate a link
5. The reset password link is sent to the person of authority in the organization so they can reset the password and access the account.
6. Admins set up the new researcher account if required.
7. The person of authority who reset the password determines how the account should be transferred and how to share the folders and surveys with the other researchers, ensuring Manage shares is set to Yes.
8. On request from a person of authority in the organization, the old researcher account is deleted. Alternatively, this is done by a Snap XMP Online admin if the organization closes their account in full.

The post Sharing between users and teams of an organization appeared first on SnapSurveys.

When you share the survey with an analyst or researcher in Snap XMP Online, you can also set the context for that user. The report or analysis available to the shared user is tailored according to the context.

The survey needs to include a single-response variable that can be used as the context. For example, this could be a location or a job function.

The reports or analyses are created using information that changes according to the context, that is filtered according to the context or both. In Snap XMP Online, you can share the survey with another user with any context or filter values set on the survey.

Step 1: Create context-sensitive reports and analyses in your survey

You need to put context-sensitive information in your reports and analyses. If you want to set up the report in your own version of Crocodile Rock Cafe survey, the instructions are given below.

This section describes briefly how to change the Crocodile Rock Cafe survey provided with Snap XMP to create the context sensitive report. It consists of the following stages

• 1: Set up a derived variable to compare all data to the current context data
• 2: Create a bar chart comparing the amount spent in the specified location with the amount spent elsewhere using the comparison variable
• 3: Create a comments list filtered on context
• 4: Create your report including the comparison bar chart and filtered comment list

Set up a derived variable to compare all data to the current context data

1. Click    to open the Variables window.
2. Open Q0 and change its Name to Location to make it more obvious what it is. This is the context variable.
3. Click   on the Variables window toolbar to add a new variable.
4. Specify the Variable details:
   • Name: CComparison
   • Label: Compare context to all
   • Type: Derived (the variable will derive its data from Location, the existing location question).
   • Response: Multiple
5. Double click in the first code label and click the Insert button. Select Variable Field from the menu.

6. Select Location as the Variable, and Context as the Aspect. This will give the selected location as the code label. Click OK to return to the variable definition.

7. Press Tab to move to the Values column. Enter Location=Location@context. The code used will be the code that equals the location specified by the context.
8. Press Tab to move to the next Label field and enter Other sites. Then enter NOT(Location=Location@context) as the Value. This code will be used when the response does not equal the location specified by context.
9. Press [Tab] to move to the next Label field and enter All sites. Then enter True as the Value.

10. Click  to save the variable.

Create a bar chart comparing one restaurant to the others using the comparison variable

1. Click Analysis Chart   to display the Analysis Definition dialog for a chart.
2. Select the chart style Bar Counts from the drop-down list.
3. Type CComparison (your derived variable) into the Analysis field.
4. Check the Transpose box.
5. Select Means & Significances from the Calculate list and enter Q5 (the amount spent) as the variable to use.

6. Select the Notes/Titles tab and click in the Title field.

7. Enter the title of your chart, using the Insert button to open the Variable field dialog and insert the Name aspect of Q5. Click OK and repeat to insert the Context aspect of Location in the title.

8. Clear the Chart Axis titles.
9. Select the Base/Labels tab.
10. Clear the Reports Include options for Description and Notes if set.
11. Click Apply to update the chart while keeping the analysis definition displayed.

12. There will be no data for the title and subject as no context has been set.
13. Click Save  to save your chart.

Add a comments list filtered on context

1. Click  to create a list. The picture below shows a list consisting of the variable (Q9) with comments plus the displayed location.
   Apply a filter of Q9 ok and Location=Location@context to filter the comments according to the current location. Q9 ok tests that an answer has been supplied to Q9 to strip out empty comments. Location=Location@context filters the comments according to the selected location.

2. Select the Base/Labels tab and clear the Reports Include options for Description and Notes if set.
3. Click OK to create the new list. It will have no content as no context has been set.
4. Click Save  to save your list.

Create your report including the comparison bar chart and filtered comment list

1. Click   on the Snap XMP Desktop toolbar to open the reports window.
2. Click   to create a new report and give it a label describing it.
3. Click   on the report dialog and select Information to add a piece of text to your report.
4. Enter the title for your report in the text pane. Leave the Title field blank.
5. Click OK to add the Information instruction to the report.
6. Click   on the report dialog and select Execute.
7. Click  on the Execute dialog and select the comparison chart (AN14) from the list.
8. Click OK to add the Execute instruction to the report.
9. Click  on the report dialog and select Information to add text after the comparison chart.
10. Enter some text describing the comments list. Use Insert to insert the Context Aspect of the Location variable to insert the label of the current location.
11. Type AN18 empty in the N/A field. This tests if there is currently any data in the comments list (analysis AN18). If there is no data, the report will not include the instruction.
12. Click OK to add the Information instruction to the report.
13. Click  and select Execute from the drop-down menu.
14. Select the comments list (AN18) from the list of analyses.
15. Click OK to add the Execute instruction to the report.

16. Click Save   to save your report.

Step 2: Sharing the survey with a context

Other Snap XMP Online users are given permission to share a survey through the Shares tab in Snap XMP Online.

1. Log in to Snap XMP Online to show Your work. If you are already using Snap XMP Online, click Home to return to Your work, where the Summary tab displays by default.
2. Select the survey to share, then select the Shares tab, which lists the users who have shared access to the survey.

4. 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.

5. In the Add user dialog enter the user’s email address that they use to access their Snap XMP Online account.
6. Next set the Permissions for the user. Further information on the permissions is available at Sharing overview.
7. Type the required context in the Context field (Location=1 in this example). Note that the context will not be checked here. It is only checked when it is used, and it is only used when the client logs in and looks at the analyses or reports.
8. Set Enabled to Yes for the user to have access to the shared survey or survey template.
9. Set Manage shares to No if you do not want the user to share the survey with other account holders or set to Yes if you want the user to be able to share the survey with other Snap XMP Online account users.
10. When you have entered the user details, click Save to add the user. The user has access to the shared item. The Shares list includes the new user.
11. Select the Show contexts/filters to view the context and filter columns.

12. The shared icon shows that the survey or survey template is shared.

Step 3: Testing the context

1. Log into Snap XMP Online using the shared user’s login details.
2. Select the survey with the filter value you have just set up.
3. In the Summary tab, click the Analyze link
4. Click Reports or Tables & charts in the side menu then select a report or analysis.

5. Confirm that the results show the context as you would expect. If you have made an error when applying the context, you will now see a message. Look at any other results to confirm that the context applies to all of them.
6. Click Log out.

If there is a topic you would like a tutorial on, email to snapideas@snapsurveys.com

The post Tailored reports and analyses in shared surveys appeared first on SnapSurveys.

If you use shared accounts on Snap XMP Online, you can set up a filter for each survey which will be applied to the shared user’s view of all the analyses in that survey.

The survey must include a question that identifies the appropriate data for the filter. For example, this can be a question that provides a department, college, business, or location. You can then set up filters on the shared account which will provide access to view only the relevant data.

Step 1: Finding the variable details

The list of the survey’s variable details is available in both Snap XMP Online and Snap XMP Desktop. You will need the variable details to create the filter expression.

In Snap XMP Online

1. Log into Snap XMP Online.
2. In Your work, select the survey that you are sharing.
3. Click the Collect tab. This shows the Overview section
4. Click Variables on the side menu. This shows a list of the variables for the survey. The list includes the system paradata variables.

5. In the Codes column, click on the numbered link to show a list of the available codes for that variable.

In Snap XMP Desktop

1. On the Snap XMP Desktop toolbar, click Variables to open the Variables window.
2. Click   on the Variable window toolbar to display the Print Variable Details dialog.

3. Select All to print the definitions of all the variables in your survey. Select Specify selection to filter on selected variables then enter the names of the variables, separated by commas, in the list, e.g. Q2, Q3.
4. In Style, select Details (single column) or Details (double column) to print the details of the variable. The report layout can be a single column or double column format, depending on the selection.
5. Click Setup followed by Printer Setup. Select the printer or to print to a file. Click OK twice to return to the Print Variable Details dialog.
6. Click Print. This generates a report showing the codes for the selected variables. This is available as a reference when defining your filter.

Step 2: Sharing the survey and adding a filter

Other Snap XMP Online users are given permission to share a survey through the Shares tab in of Snap XMP Online.

1. Log in to Snap XMP Online and the first page shown is Your work. If you are already logged into Snap XMP Online, click Home to return to Your work. The Summary tab shows by default.
2. Select the survey that you want to share.
3. Select the Shares tab. This lists the users who you have shared the survey with.

4. 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.

5. In the Add user dialog enter the user’s email address that they use to access their Snap XMP Online account.
6. Next set the Permissions for the user. Further information on the permissions is available at Sharing overview.
7. Type the required filter in the Filter field (Q2=2 in this example). Note, that the filter is not checked at this point. It is only checked when it is used, and it is only used when the client logs in and looks at analyses.
8. Set Enabled to Yes for the user to have access to the shared survey or survey template.
9. Set Manage shares to No if you do not want the user to share the survey with other account holders or set to Yes if you want the user to be able to share the survey with other Snap XMP Online account users.
10. When you have entered the user details, click Save to add the user. The user has access to the shared item. The Shares list displays the new user.

11. The survey or survey template now shows with the shared icon 

Step 3: Testing the filter

1. Log into Snap XMP Online using the shared user’s login details.
2. Select the survey with the filter value you have just set up.
3. In the Summary tab, click the Analyze link
4. Click Reports or Tables & charts in the side menu then select a report or analysis.

5. Confirm that the filtered results are as you expect. If you have made an error when applying the filter, you will now see a message. Look at any other results to confirm that the filter applies to all of them.
6. Click Log out.

If there is a topic you would like a worksheet on, email to snapideas@snapsurveys.com

The post Filtering the analyses for shared users appeared first on SnapSurveys.

You can share work with other people who have a Snap XMP Online account. 

Auditing changes made by shared users

Shared users of a survey who are added with the Researcher permission have access to make changes to the shared survey, such as, editing the questionnaire in the Snap XMP Online Designer, publishing the questionnaire and starting interviewing.

Auditing information about the activity on the survey is available in the survey’s Audit log and Version history. These are available by selecting the required survey in Your Work then clicking on the Audit log or Version history tab.

The survey’s Audit log shows the changes made to the survey including the timestamp, the name of the user making the change and the type of activity.

The survey’s Version history shows an entry for each version of the questionnaire created. The information includes the timestamp, the name of the user who created the version and any publishing details.

Auditing changes made to shared users

The shared users of a survey or folder can be viewed and edited in the Shares tab. These are available by selecting the required survey or folder or Your Work then clicking on the Shares tab.

When you create a shared user there is an option to give this user permission to manage the shared users of the survey. Shared users who have this permission can add, edit or remove shared users of the survey. You can keep track of the shared users who have access to the survey or folder in the Shares tab, where you can see both who created and who last modified the shared user as well as when these changes happened.

In the example, the owner of the survey is chris@example.org. The owner has created a shared user, sam@example.org, who is a Researcher and can share the survey. The user sam@example.org has also created another shared user, jane@example.org, who is an analyst and cannot share the survey.

The post Auditing shared surveys appeared first on SnapSurveys.

Shares can also be added directly to the subfolders, surveys and survey templates. The sharing set at the subfolder, survey or survey template level takes priority over the parent folder level security.

When you remove access at subfolder, survey or survey template level then the folder level sharing is used again. If you intend to remove access for a shared user then check that the inherited sharing from the parent folder level will not still give access.

Example – adding and removing sharing at survey level

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.
2. Select the folder you want to share and create a share as described in How to share a folder.
3. The new user is displayed in the Shares list for the folder.

4. In the Shares tab, the Permissions column shows you where the share is set. As the following example shows the survey share is inherited from the folder called Conference surveys.

.

5. Select a survey that is in the parent folder and create a share as described in How to share a survey or template. Here a share for the same user has been created but with the Permission set to Interviewer. The selection box is shown on the left hand side as the shared user was created at the survey level. These permissions override those set at the folder level and in this example, the user can access this survey as an Interviewer.

6. Select the user and click Remove. This removes the sharing at the survey level and reinstates the inherited sharing from the parent folder.

Example – adding and removing sharing at sub folder level

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.
2. Select the folder you want to share and create a share as described in How to share a folder.
3. The new user is displayed in the Shares list for the folder.

4. In the Shares tab, the Permissions column shows you where the share was set. As the following example shows the survey share is inherited from the folder called Conference surveys.

.

5. Select a sub folder that is in the parent folder and create a share as described in How to share a folder. Here a share for the same user has been created but with the Permission set to Analyst plus data download. The selection box is shown on the left hand side as the shared user was created in the subfolder. These permissions override those set at the parent folder level.

6. Select the Conference Survey and then select the Shares tab. The Permissions have changed to inherit from the sub folder, This year’s conferences.

7. In the subfolder, select the user and click Remove. This removes the sharing at the sub folder level and reinstates the inherited sharing from the parent folder.

The post Inheritance when sharing resources appeared first on SnapSurveys.

CAUTION: When you share a resource with another user, they will have access to that resource until you remove the share access. Careful consideration should be made when giving share access to ensure users do not have access beyond the required time (for example when someone leaves the business). Allowing users to Manage shares should be used with caution and you should regularly check who has access to your resources and that the access level is appropriate.

User permissions

Adding a user to manage shared work

1. Log in to Snap XMP Online and the first page shows Your work. If you are already logged into Snap XMP Online, click Home to return to Your work. The Summary tab is shown by default.
2. Select the item you want to share. This may be a folder, survey or template.
3. Select the Shares tab. This lists the users who you have shared this folder with.

4. Click the Add user button to enter the details of the user you want to share this folder with. The user must have a Snap XMP Online account.

5. In the Add user dialog enter the user’s email address that they use to access their Snap XMP Online account.
6. Next set the Permissions for the user.

7. The user can only create shares for other users with the same Permission they have or one with more restricted access.
   • A Researcher can create shares with all the permissions
   • An Analyst plus data download can create shares with the Analyst plus data download or Analyst permission
   • An Analyst can only create shares with the Analyst permission
   • An Interviewer can only create shares with the Interviewer permission
8. Set Enabled to Yes for the user to have access to the shared item.
9. Set Manage shares to Yes for the user to be able to share the folder with other Snap XMP Online account users. The owner of the shared item retains control of any shares that other users create and can edit or remove them.
10. When you have entered the user details, click Save to add the user. The user has access to the shared folder. The Shares list for the folder displays the new user.

Accessing shares that you can manage

1. Log in to Snap XMP Online and the first page shows Your work. If you are already logged into Snap XMP Online, click Home to return to Your work.
2. Click Shared with you on the side menu located on the left hand side.

3. Click Select one to show a list of the users who have shared work with you.

4. Select the user you require. This shows the folders, surveys and templates that are available to you.

5. Select the folder, survey or template. The Summary details are shown by default. The Shares tab is available when you have permission to manage the shares.
6. Click the Shares tab. The Shares list shows the new shares

Re-sharing work with another user

In the Shares tab, click Add user and complete the Add user dialog with the new user’s details. The Shares list shows the new user.

You only have access to edit the users that you have added. The selection box appears on the rows next to the users that you can edit or remove.

The owner of the item has access to all the shares that are created and can edit or remove them.

The post Managing Shares appeared first on SnapSurveys.

4. Click the box next to each user you want to change. Users are only available to select if the Share is set on the selected folder or survey. If the Share is inherited it must be changed in the folder it is inherited from.

5. Click Remove to remove the users’ access to the share. You are asked to confirm that you are removing access to the users.
6. Click Remove. The users are removed from the Shares list.

The post Removing access for shared users appeared first on SnapSurveys.

4. Click the box next to each user you want to change. Users are only available to select if the Share is set on the selected folder or survey. If the Share is inherited it must be changed in the folder it is inherited from.

5. Click Edit; the Edit shares dialog is displayed. If only one user is selected this displays the user, otherwise this will show how many users are being edited.

6. When you have made your changes click Save to update the users.

The post Editing the shared user details appeared first on SnapSurveys.

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.
2. Select the item that you want to change. This can be a survey, folder, or all your work.
3. Select the Shares tab.

4. Click the box next to each user you want to change. Users are only available to select if the Share is set on the selected folder or survey. If the Share is inherited it must be changed in the folder it is inherited from.

5. Click Edit; the Edit shares dialog is displayed. If only one user is selected this displays the user, otherwise this will show how many users are being edited.
6. Enabled has three options Yes, No and Leave unchanged. The last option is only available when multiple users with different enabled settings are edited.
   • Set Enabled to No to remove access to the shared item for all selected users
   • Set Enabled to Yes to reinstate access to the shared item for all selected users

7. Click Save to update the users. The Shares list shows the changes in the Enabled column.
   • A tick icon shows the user is enabled and has access to the shared item.
   • A cross icon shows the user is disabled and does not have access to the shared item.

The post How to disable or reinstate shared users appeared first on SnapSurveys.

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.
2. Click Shared with you on the side menu which is found on the left hand side.

3. Click Select one to show a list of the users who have shared work with you.

4. Select the user you require. This shows the folders, surveys and survey templates that are available to you.

5. Select the folder, survey or survey template. The Summary details are shown by default. The options that are available depend on the permissions you have been given. The following example shows a user with Analyze permissions; only the Analyze tab is available. The location of the work is shown at the top of the Your work area.

The post How to access work shared with you appeared first on SnapSurveys.

User permissions

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.

4. 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.

5. In the Add user dialog enter the user’s email address that they use to access their Snap XMP Online account.
6. Next set the Permissions for the user.
7. Set Enabled to Yes for the user to have access to the shared survey or survey template.
8. 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.
9. 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.

10. The survey or survey template is shown with the shared icon .

The post How to share a survey or survey template appeared first on SnapSurveys.

User permissions

How to share a folder

1. Log in to Snap XMP Online and the first page shows Your work. 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 folder you want to share. This may be a sub folder, which is a folder located in another folder.
3. Select the Shares tab. This lists the users who you have shared this folder with.

4. Click the Add user button to enter the details of the user you want to share this folder with. The user must have a Snap XMP Online account.

5. In the Add user dialog enter the user’s email address that they use to access their Snap XMP Online account.
6. Next set the Permissions for the user.
7. Set Enabled to Yes for the user to have access to the shared item.
8. Set Manage shares to No if you do not want the user to share the folder with other account holders. Set Manage shares to Yes if you want the user to be able to share the folder with other Snap XMP Online account users.
9. When you have entered the user details, click Save to add the user. The user has access to the shared folder.
10. The Shares list for the folder includes the new user.

11. The folders, surveys and survey templates in the folder have new icons showing that they are shared. The icon indicates that the folder is shared. The icon indicates that the surveys or survey template is shared.
12. In the Shares tab, the Permissions column shows you where the share was set. As the following example shows, the survey inherits sharing permissions from Conference surveys.

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User permissions

How to share your work

1. Log in to Snap XMP Online to show Your work. 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 Shares tab. This lists the users who you have shared Your work with.

3. Click the Add user button to enter the details of the user you want to share Your work with. The user must have a Snap XMP Online account.
4. In the Add user dialog enter the user’s email address that they use to access their Snap XMP Online account.

5. Next set the Permissions for the user.

6. Set Enabled to Yes for the user to have access to the shared item.
7. Set Manage shares to No if you do not want the user to share the work with other account holders. Set Manage shares to Yes if you want the user to be able to share Your work with other Snap XMP Online account users.
8. When you have entered the user details, click Save to add the user. The user has access to the shared item. The Shares list includes the new user.

9. The folders, surveys and templates are displayed with new icons, showing that they are shared. The icon indicates that the folder is shared. The icon indicates that the surveys or template is shared.
10. In the Shares tab, the Permissions column shows the share permissions. As the following example shows, the survey share inherits from Your work.

The post How to share all your work appeared first on SnapSurveys.

5. Click the Add user button to add another Snap XMP Online account user to share this item of work with.
6. In the Add user dialog enter the interviewer’s email account used for their Snap XMP Online account.
7. Next set the Permissions to Interviewer.
8. Set Enabled to Yes for the interviewer to have access to the shared item.
9. Set Manage shares to No if you do not want the interviewer to share the work with other account holders.

10. When you have entered the user details, click Save to add the user. The interviewer has access to the shared item.

The post Sharing surveys with an interviewer appeared first on SnapSurveys.

You are able to share your work with other team members who have a Snap Online account. Equally, other users can also share their work with you.

Important guidance on setting up sharing is available at: Sharing between users and teams of an organization. We recommend reading this article before implementing sharing at your organization.

Shared Resources

Resources are shared at individual or folder level:

• Survey where an individual survey is shared
• Template where an individual template is shared
• Folder where a folder and all its contents are shared
• Your work where all your work is shared

Sharing Permissions

There are 5 types of permission available when you share your work with other users.

Setting up Sharing

1. Navigate to Your work.
2. Select the item to share. This can be a survey, folder, template or all your work.
3. Select the Shares tab.

4. Click the Add user button to add a shared user who you can give permission to work on this survey, template or folder. This displays the Add user dialog. The Filter and Context fields are only available for surveys as they can restrict the data responses.

6. When you have entered the user details, click Save to add the user.

CAUTION: When you share a resource with another user, they will have access to that resource until you remove the share access. Careful consideration should be made when giving share access to ensure users do not have access beyond the required time (for example when someone leaves the business). Allowing users to ‘Manage shares’ should be used with caution and you should regularly check who has access to your resources and that the access level is appropriate.

Sharing field descriptions

Shared with you

When another user shares their work with you, they will add your account as a shared user on a survey, template or folder. When someone shares work with you, the Shared with you side menu becomes available. Selecting the Shared with you side menu shows the work, folders or surveys that other users shared with you.

Multiple users are able to share items with you. These users are listed in a drop down list in the side menu.

1. Select the user you want from this list and the items shared with you display in the list.
2. Select the survey that you want to work with and the survey’s Summary tab appears.

3. The permission level used to set up a shared account determines the surveys and data that you have access to:
   • Analyst or Analyst with data download gives permission to only access the Analyze tab, allowing the user to analyze the survey responses.
   • Researcher permission gives access to the Build, Collect and Analyze tabs.
   • Interviewer permission gives you access to the interviewer app, Snap Offline Interviewer, but you will not have access to the Build, Collect or Analyze tabs.
4. Select the Build, Collect or Analyze tabs, as appropriate, to complete your tasks.

Team work on Surveys

When you are part of a team working on the same survey, more than one person may make a change to the survey at the same time, which can cause data conflicts.

When this happens you will see a warning message. This allows you to choose whether to carry on and save your changes or cancel the operation.

This message displays in Snap Online when the survey changes elsewhere and saved.

You can make two choices:

• Yes, overwrites any changes other users made since the time that you downloaded the survey or template. This saves the version of the survey you are working on by overwriting the server version.
• Cancel, cancels the operation. After this download the server version and add your changes to the latest version of the survey or template.

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