Survey Access
The Team Settings tab is where you can manage which surveys each team has access to.
An essential step in configuring a new team or a new survey is adding surveys for each team to access. You must add surveys to teams to enable managers and agents to have visibility of records pertaining to each survey.Â
How to edit which surveys a team can access
Find the team you want to edit within the Team Settings -> the three dots button -> the Edit button -> the Access to surveys tab to view the dropdown list of surveys.
Determine survey access by checking/unchecking the relevant checkboxes.
Click the Save button to save changes.
