Overview
The Collaborate feature in Qualtrics lets you securely share access to your surveys with other Qualtrics users, allowing multiple people to work on the same project without sharing login credentials. You can customize each collaborator’s permissions to control what they can see or do within the survey.
Instructions for adding a collaborator
The following instructors demonstrate how to add collaborators to a particular project.
- Navigating to the survey found in Projects and Programs, select the three dots associated with the project and drop down Collaborate.
- Within the Collaborate on Project pop-up, type the last name, first name of the person being added as a collaborator.
NOTE: If a name does not appear in the field, they may need to sign into Qualtrics to register their account. Go to Survey.uwec.edu and sign in using the SSO option.
- Select their name when it appears and select Add Selected.
NOTE: A pop-up to add an email message to them will appear. The collaborator will receive an email stating they have access to collaborate on the survey.
- Once the collaborator is added, their name will appear within the pop-up.
NOTE: As a default, participants will have full access to the project, but you can restrict access using the radio buttons under each permission category. To learn more about permissions, please see the Collaborate Permissions Guide.
- Select the Save button when all collaborators are added.