Managing Account Member Survey Permissions

Permissions Learn how to add or remove account members from pre-existing surveys

If you are an Owner or an Admin of a team account, you can mass manage your team member's survey permissions from the Members tab under your Account Settings. 

Survey permissions can also be managed per survey by any team member who has access to that survey. 

To mass manage a team member's survey permissions, follow the steps below:

1. Go to your Segmanta Dashboard and click on your Account.


2. Navigate to the Account Settings tab and click on the Members tab. 

3. While viewing the list of team members, mouse over any team member and click on the pencil icon to edit their permissions. Note: By default, all admins have access to all surveys, therefore, their permissions can not be edited.


Removing a Team Member From Surveys

To remove a team member from existing surveys, follow the steps below:

1. Click on the pencil icon next to their role on the Account Member List

2. On the next screen, you will have the option to remove the member from any survey by mousing over a survey and clicking on the trashcan icon. 

3. After removing the member, they will no longer be able to access that survey's editor or analytics. You can always add the member back to the survey at a later date. 


Adding a Team Member to Existing Surveys

To add a team member to existing surveys, follow the steps below:

1. Click on the pencil icon next to their role on the Account Member List

2. On the next screen, click on the Add to Existing Surveys button. You will now be able to add the user to pre-existing surveys by marking individual surveys on the list or by marking the select all box to add the user to all existing surveys.

3. After you have marked the surveys you want to add the user to click the + Add button to save the changes.

Expert Tip! You will always be offered the option to add a new team member to existing surveys immediately after you have added them to your team


Learn about the various Concept Testing Methodologies .