Introduction
Collaboration lets you share full edit, data, and analysis access with other users, making it easier to work together on a survey project.
Collaboration
Managing collaborators
You can add collaborators from two places:
- My surveys page: Hover over a survey, click the options icon (
), and select Collaborate.
- Inside the survey project: Click the Collaborate icon button in the top menu bar.
In the dialog, enter one or more email addresses (comma-separated) and click Invite. Each person will receive an email with instructions to access the survey. If they don't receive it, remove them and re-invite, or ask them to log in at discover.sawtoothsoftware.com — the survey will appear in their account automatically.
To remove a collaborator, click the trash can icon () next to their email address.
Only the survey owner can delete a survey, so collaborators can't accidentally remove the project.
Rules of collaboration
Licensing restrictions
Collaborators are subject to the survey owner's license. For example, if you're on the free plan, collaborators can only view up to 50 records in Data and Analysis — regardless of their own license..
To unlock all records, contact us at sales@sawtoothsoftware.com to upgrade.
Collaboration fine print
We recommend editing asynchronously when possible. There's currently no way to see who else is editing at the same time. If two people edit the same item simultaneously, one set of changes may be overwritten with no guarantee of which version is saved.