# Set Permissions for a Survey

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 (but not make public), click **Add Shares** to grant access to specific users, units, or organizations.

For each permission, select:

* **Scope** — Choose whether to share with an individual user, an extension unit, or an organization.
* **Entity** — Select the specific user, unit, or organization.
* **Allow to copy** — Choose **Yes** or **No** to allow the entity to create their own copy of the survey.
* **Allow to view all data** — Choose **Yes** or **No** to allow the entity to view all response data.

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

{% step %}

#### Review Permissions

The permissions table shows all current shares with their access levels. You can **Edit** or **Delete** individual permissions.

![Screenshot: The Permissions page showing the permissions table with columns for Scope, Entity, Allow to Copy, Allow to View All Data, and Edit/Delete action buttons](/files/kNgXPijokYx1wf0j6DJi)
{% 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" %}
**CAUTION:** 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 %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.pears.io/plan/surveys/survey-permissions.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.