> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/plan/surveys/survey-permissions.md).

# Set Permissions for a Survey

Learn how to share a survey with other users, units, or organizations in PEARS.

The Permissions page allows you to control who can access and use your survey. You can share surveys with individual users, extension units, or entire organizations.

{% hint style="warning" %}
**NOTE:** Sharing settings do not take effect until the survey is marked as **Active**. Draft surveys are only accessible to the survey creator.
{% endhint %}

## Navigate to Survey Permissions

After completing the Questions step, PEARS directs you to the Permissions page. You can also access it from the survey detail page by clicking **Permissions** in the progress panel.

{% stepper %}
{% step %}

#### Indicate Whether to Share

In the **Do you want to share this survey with others?** **\*** field, select **Yes** or **No**.

If you select **No**, only you and your collaborators will be able to use the survey.
{% endstep %}

{% step %}

#### Add Individual Permissions

If you chose to share, click **Add Shares** to grant access to specific users, units, or organizations.

For each permission, select:

* **Scope** — Choose **Individual User**, **Unit**, or **Organization**. The options available depend on your role.
* **User**, **Unit**, or **Organization** — Select the specific user, unit, or organization. The field matches the scope you chose.
* **Allow … to copy this survey** — Choose **Yes** or **No** to allow the user, or the users in the unit or organization, to create their own copy of the survey and customize its questions.
* **Allow … to view all responses attached to this survey** — Choose **Yes** or **No** to allow them to view all response data.

Click **Save** to add the permission.
{% endstep %}

{% step %}

#### Review Permissions

The **Shares** table lists each shared user, unit, or organization in the **Entity** column, with **Can Copy** and **Can View Data** columns showing their access. Use the **Edit** or **Remove** buttons in the **Actions** column to change or delete individual permissions.

![Screenshot: The survey Permissions page with Do you want to share this survey with others? set to Yes, the Shares heading with the Add Shares button, and the Shares table listing one user with Can Copy and Can View Data icons and Edit and Remove buttons, above the Save and continue, Save and Cancel buttons](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2FKDrfjoeVZyOHgDkukXSX%2Fsurvey-permissions-shares-table.png?alt=media)
{% endstep %}

{% step %}

#### Save and Continue

Click **Save and Continue** to proceed to the [Mark as Active](/plan/surveys/mark-a-survey-as-active.md) page.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
**NOTE:** If you share a survey and it is already in use (attached to program activities), you cannot remove sharing. To restrict access, you must first remove the survey from all program activities.
{% endhint %}