BOS - Online Surveys

powerful, flexible online surveys

Sharing a survey with another user

This Help article provides instructions for Organisation account users to share their surveys with other BOS users via the permissions icon Survey permissions functionality.

Using the survey permissions functionality, you can give full or limited access to a survey to other BOS users.  You can, for example, allow another user full access to the survey, or restrict the access so that they can view the results but not edit the survey, or launch the survey but not view the results, and so on.  This enables collaborative working within and across organisations.

If you are not a member of an Organisation account, or you wish to share your survey with someone outside of BOS, please see our FAQ on sharing your survey/data for other ways to share your survey.

A note on survey permissions

If you are registered in an Organisation account, any new surveys that you create are restricted so that only you have full access to them.  This means that nobody else can edit, launch or analyse your survey unless you use the survey permissions functionality to explicitly grant another BOS user the ability to do so.

We recommend that all BOS users in an Organisation account add at least one other user to their survey permissions list.  This ensures that someone else can work on your survey if you are on leave.

To share your survey with another user:

  1. Check that the person that you want to share the survey with has an active BOS user account.
    • You can only share a survey with another BOS user.  If the person you want to share the survey with does not have a BOS user account, they will need to request one from the BOS account administrator at their institution.
  2. On your Dashboard dashboard-icon, find the survey that you want to share and click on the survey permissions icon View/Edit survey permissions icon (or, from the Design tab of your survey, click on permissions icon Survey permissions in the left-hand menu).
  3. Any users who already have access to the survey are listed in the Survey permissions table, alongside their permission settings. To see your own permissions, click on + Show me at the top of the first column.permissions screen
  4. Enter a user’s email address in the search box at the top of the table, and click Add user. (Note that the user has to be registered with this email address in BOS.) The user will be added to the table.
  5. Tick the relevant permission(s) and click Save.  The permissions are:
    • Manage: the other user can:
      • launch the survey (but cannot change any of the distribution settings); and
      • delete the survey.
    • Analyse (full): the other user can see and analyse all responses to the survey.
    • Analyse (limited): the other user can only see and analyse saved views of your survey responses that you have to specifically share with them.
    • Copy: the other user can copy your survey and use it as a template for their own surveys.
    • Distribute: the other user cannot launch the survey but can access all pages in the Distribute tab and can therefore:
    • Edit: the other user can access the survey’s Design tab and can therefore:
      • make changes to the survey structure (i.e. add/remove/edit questions & pages);
      • change the survey appearance, change the survey settings and add or remove survey files; and
      • export the survey structure.
    • Permissions: the other user can change existing access permissions or give permissions to other users (but only those permissions they have themselves been given).
    • Preview: the other user can preview the survey.
  6. If the user is in the same Organisation account as you, the survey will now appear in the other user’s Dashboard dashboard-icon.  If they cannot see the survey, tell them to untick the pre-population icon JUST MY SURVEYS box at the top of their dashboard.
  7. If the user is in a different BOS account (i.e. they are from another institution), the survey will now appear on the other user’s shared_surveys-1 Shared surveys page, accessible at the top right of their Dashboard dashboard-icon.

Repeat the steps above to give more users access to the survey or to edit someone’s permissions.

To hide a user from your permissions list and revoke all access to the survey, click the delete survey icon hide icon to the left of the username, then click Save.