Introduction
Collaboration allows you to share the ability to edit the survey, view data, and run analysis with other users. Collaborators have full access to these features, making it easier to work together on the survey project.
Collaboration
Managing collaborators
Additional collaborators may be added to your survey through the Share project dialog (shown above). This feature is available in two places:
- My surveys page: Hover over a survey, select the options icon (
) to the far right and click Collaborate.
- Inside the survey project: Click the Collaborate button in the top menu bar.
Once you open the dialog, follow these steps:
- Add the email addresses of all individuals you wish to invite as collaborators in the input box; separate each email address with a comma.
- Click Invite.
An email will be sent with instructions on how the person can access the survey. If they need the invitation email to be resent, remove them as a collaborator and re-add them. Alternatively, they can log in or create an account at discover.sawtoothsoftware.com, where the survey will appear in their account once logged in.
To remove a collaborator, click the trash can icon () next to their email address. This will prevent them from accessing the survey again by removing it from their list of surveys.
Only the survey owner can delete the survey, so there’s no need to worry about others accidentally deleting the project.
Rules of collaboration
Editing a survey is straightforward when you're the only one working on it. Changes are automatically saved to the server without concern for overwriting. However, when multiple people collaborate on a project simultaneously, unintended results may arise.
Licensing restrictions
Collaborators are subject to the limitations of the survey owner's license. Each license determines the number of records that can be viewed in the software.
For instance, if you are on the free plan and invite a collaborator with a Professional license, they will only be able to view up to 50 records in the Data and Analysis sections, regardless of how many records have been collected.
If you and your collaborators would like access to all available data records, you can upgrade your license by contacting us at sales@sawtoothsoftware.com.
Collaboration fine print
While Discover offers collaboration features, it is still in the early stages of development. To avoid issues, it is recommended that collaborators edit surveys asynchronously whenever possible.
Currently, it’s not possible to see who is editing the survey at the same time as you. This can lead to challenges: if two people are editing the same item (e.g., list items in a question), they may overwrite each other's changes. There is no guarantee as to which edits will be saved to the server, and unintended results may occur as a result.