Survey users and groups
Survey users and survey user groups help survey administrators control who can take a survey.
Survey administrators can restrict a survey so that only specified users can access it unless a survey administrator manually assigns the survey to a different user. Survey user groups provide a way to quickly designate multiple survey users.
Administering survey users
The list of survey users for a survey is visible on the Survey Definition and Survey Category forms. You can add or remove users from the list of survey users at any point. Note that designating a survey user does not automatically generate a survey instance for that user unless both of the following conditions are true:
- The survey definition Schedule period is set to Daily, Weekly, Monthly, or Yearly. In this case the system assigns a new survey instance to each survey user at the beginning of each schedule period.
- The user has no instances of the survey that are incomplete or that have not yet reached their expiration date.
You can designate survey users from the Survey Designer, the Survey Definition form, or the Survey Category form.
Note: If there are trigger conditions for a survey, do not create survey users. Instead, use the Trigger Conditions form to assign users.
- Create a survey user group
Survey user groups are groups that have the Type field set to survey and display only the information most relevant to surveys. You can assign survey groups or any user group to surveys. - Select recipients for a survey in the Survey Designer
You can assign survey users while designing or modifying the survey. - Designate a survey user
You can designate one survey user at a time from the Survey Definition form. - Designate or remove multiple survey users at one time
Use the Survey Category form to designate or remove multiple survey users at a time. - Allow recipients to retake a survey
You can configure a survey to allow recipients to resubmit their answers as many times as they like, up to the survey's due date.
Parent Topic:Survey administration
Related topics
Customize the appearance of a survey
Create a survey designer template question
Sentiment analysis for surveys
Surveys in Service Portal and the Now Mobile app