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.

NOTE: Sharing settings do not take effect until the survey is marked as Active. Draft surveys are only accessible to the survey creator.

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.

1

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.

2

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.

3

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

4

Save and Continue

Click Save and Continue to proceed to the Mark as Active page.

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.