Survey Editing Collaborator
SurveyMars platform introduces a new role called "Survey-Editing Collaborator" to enhance survey management capabilities. This role allows designated users to edit and translate surveys while maintaining proper access control.
Role Overview
The Survey-Editing Collaborator role is designed for users who need to assist in survey editing and translation tasks. This role provides specific permissions for survey editing while maintaining system security.
Adding Survey-Editing Collaborator
1. Navigate to the administrator management page
2. Click the "Add Administrator" button
3. Select "Survey-Editing Collaborator" from the role options
4. Complete the Administrator creation process
5. The Survey-Editing Collaborator login account has not been assigned a questionnaire yet
Role Permissions
Survey-Editing Collaborators have the following permissions:
- Edit assigned surveys
- Translate surveys into multiple languages
- Print surveys
Note: They cannot create new surveys
Inviting Collaborators
There are three access to invite Survey-Editing Collaborators:
Access1:Access the survey's multilingual settings
Access2:Access the survey's edit page
Access3:Access Multilingual Questionnaire Viewing Page
There are two methods to invite Survey-Editing Collaborators:
Method 1: Manual Addition
1. Access the survey's multilingual settings
2. Click the " Add Survey-Editing Collaborator" button
3. Open the Administrator page defalut select "Survey-Editing Collaborator" from the role options
4. Complete the sub-account creation process
5. Assign specific surveys that the collaborator can edit
Method 2: Share Link Invitation
1. Access the survey's multilingual settings
2. Click "Invite to Review Translation"
3. Click " Copy the Sharing Link"
4. Copy the generated link and share it with the intended collaborator
5. When the collaborator opens the link:
- They will be prompted to register an account
- After registration and login, they will automatically become a Survey-Editing Collaborator
- The survey used in the invitation link will be automatically assigned to them
Important Notes
- Survey-Editing Collaborators can only edit surveys specifically assigned to them
- They cannot create new surveys or access other surveys
- They cannot delete the surveys assigned to them
- The role is ideal for translation teams and content reviewers
- Permissions can be modified or revoked at any time by the system administrator
FAQs
Q: What is a Survey-Editing Collaborator role?
A: The Survey-Editing Collaborator is a new role introduced by SurveyMars platform to enhance survey management capabilities. It allows designated users to edit and translate surveys while maintaining proper access control and system security.
Q: How do I add a Survey-Editing Collaborator?
A: Navigate to the administrator management page, click the "Add Administrator" button, select "Survey-Editing Collaborator" from the role options, and complete the administrator creation process. The new collaborator will not have any questionnaires assigned initially.
Q: What permissions do Survey-Editing Collaborators have?
A: Survey-Editing Collaborators can edit assigned surveys, translate surveys into multiple languages, and print surveys. However, they cannot create new surveys or access surveys that haven't been specifically assigned to them.
Q: What are the three ways to access the collaborator invitation feature?
A: You can access the feature through: 1) Survey's multilingual settings, 2) Survey's edit page, and 3) Multilingual questionnaire viewing page. Each access point provides the same invitation functionality.
Q: What are the two methods to invite Survey-Editing Collaborators?
A: Method 1 is Manual Addition: access multilingual settings, click "Add Survey-Editing Collaborator," create the sub-account, and assign specific surveys. Method 2 is Share Link Invitation: generate a sharing link that allows collaborators to register and automatically become assigned to the survey.
Q: How does the share link invitation work?
A: Click "Invite to Review Translation" in multilingual settings, then "Copy the Sharing Link." When collaborators open the link, they're prompted to register an account. After registration and login, they automatically become Survey-Editing Collaborators with the survey from the invitation link assigned to them.
Q: Can Survey-Editing Collaborators delete surveys?
A: No, Survey-Editing Collaborators cannot delete the surveys assigned to them. They can only edit and translate the surveys they have access to, maintaining data integrity and security.
Q: Who is this role ideal for?
A: The Survey-Editing Collaborator role is ideal for translation teams and content reviewers who need to work on specific surveys without having full administrative access to the system.
Q: Can I modify collaborator permissions after creation?
A: Yes, permissions can be modified or revoked at any time by the system administrator. This provides flexibility in managing collaborator access as project needs change.
Q: What happens when a new collaborator is created?
A: When a new Survey-Editing Collaborator is created, their login account has not been assigned any questionnaires yet. You must manually assign specific surveys that they can edit, or use the share link invitation method for automatic assignment.
Q: Can collaborators access surveys they haven't been assigned?
A: No, Survey-Editing Collaborators can only edit surveys specifically assigned to them. They cannot access other surveys in the system, ensuring proper access control and data security.
