Collaborating on Projects (EX)

About Collaborating on Employee Experience Projects

Our collaboration feature allows you to give other Employee Experience users in your organization access to your projects when they log into their accounts. This way, you and a colleague can work on the same 360, Engagement, Ad Hoc Employee Research, or Lifecycle project without giving out your account information. You can even choose to restrict what type of access other users have to your project. For example, if you have translators working on your project, you can make sure they have editing privileges, but no access to the data you collect.

Collaborating on a Project

You can share projects with individual users and groups of people in your organization. If you want to create a group, contact the Brand Administrator within your organization who can create one for you, or, if you are a Brand Administrator yourself, head over to the Admin page to create a group.

1. Navigate to the Projects page.
   
2. Click the project dropdown menu to the right of the project you want to collaborate on.
   
3. Choose Collaborate.
   Qtip: Is your Collaborate button missing? There are two reasons this can happen. The first is if you are not the project owner, then you cannot share the project with other users. To give another user access to that project, you’ll have to contact its original creator. However, if you are the project’s owner, then chances are you’re missing the Collaborate Projects user permission. Contact your Brand Administrator to request this permission be turned on, or if you’re a Brand Administrator yourself, head over to your Admin page to enable collaboration.
4. Type names into the field to search, or select the User and Group Address Book.
   
   Qtip: You’ll only see groups that you belong to listed in the address book.
5. Select the user or user group you want to collaborate with from the list and click Add Selected. Use the search bar in the top-right corner of the window to quickly locate your user or user group.
   
   Qtip: Don’t see the person you’re looking for? Make sure they have a Qualtrics account within your same license. If their account is not in the same license as yours, then they won’t appear in your address book and you won’t be able to collaborate with them.
6. Select the checkboxes for the collaboration permissions you want to grant each person or group you’ve added. See the linked section for more information about each permission.
   
7. Click Save.

Accessing Shared Projects

When a project has been shared with you, you will receive an email letting you know the project is available in your account. Click Log In in the email to be brought to the Qualtrics login screen.

Once logged in, you will find the project in your Shared with me folder on the Projects page. For more information on accessing and managing your shared projects, see Accessing Shared Surveys. Note that Employee Experience projects do not have collaboration codes since you can only share them with users within your organization.

Qtip: If you don’t see the project in your Shared with me folder, try refreshing your account by clicking the account settings icon in the top right corner and then Refresh Account.

Collaboration Permissions

User and Group Permissions

Not all users in the Employee Experience platform can invite others to collaborate on their projects. For example, while participants can participate in employee surveys, they cannot edit them, and so it would not make sense for them to be able to invite others to collaborate on their projects.

The two types of Employee Experience users capable of collaborating on projects are the Brand Administrator and the Employee Insights Administrator. Both users can work on projects and be participants/dashboard users, but only Brand Administrators have access to the Admin page.

For any user you want to give collaboration permissions to, you will need to enable the Collaborate Projects and Access Organization Address Book General user permissions.

Collaborating with groups is convenient because it allows you to collaborate with many users at once. However, before you collaborate with groups, it’s important that they have the correct permissions turned on.

When you create a new group on the Admin page, the Available to All Users field has two options that affect collaboration:

• No: This means the group is exclusive to the members. Collaborating on projects with this group will only share the projects with those group members.
• For this brand: This means the group’s contents are available to everyone. Collaborating projects with this group will give every Brand and Employee Insights Administrator in your license the ability to access them.

Permissions for Collaborators

When you collaborate on a project with colleagues, you don’t have to give them full access. You can restrict what content they can view or edit right on the Collaborate on Project menu.

If you are seeing grayed out buttons or missing tabs in one of your projects, it may be due to the permissions given to you by the owner.

1. View Results: If you do not choose to specify permissions, turning this permission on gives your collaborator full access to the Data,  Reports, and Dashboards tabs. However, if you click Details, you can specify what data the collaborator can view or manage.
   • Edit Survey Responses: Must be paired with View Survey Results. Allows the user to use the response editing feature and generate retake links.
   • View Survey Results: Gives you access to the Data tab, excluding the ability to add filters, delete data, use response editing, export data, view response IDs, or generate retake links. You can still import data or arrange the columns on the page.
   • Filter Survey Results: Must be paired with View Survey Results. Allows the user to filter the collected responses.
   • View Text Analysis: Allows the user to view text responses in Text iQ. The user will not be able to edit any aspects of the text analysis.
   • Download Survey Results: Must be paired with View Survey Results. Allows the user to export responses from the Data tab.
   • View Response ID: Must be paired with View Survey Results. Allows the user to view the response ID, a unique ID assigned to every individual response.
   • View Restricted Data: In the Data tab, disabling this permission censors the IP Address, Location Latitude, and Location Longitude information in the data export. When enabled and combined with Manage Participants, this permission allows your collaborator to also see who is finished and who is not. Otherwise, all participants display as “Not Completed.”
   • Use Triggers: Allows the user to use the update person trigger.
2. Edit Survey: This permission gives the user full access to the Survey tab. However, if you click Details, you can choose which features the collaborator has access to.
   • Edit Surveys: Allows the user to edit the survey via the Survey tab. This includes access to the survey flow, survey options, and survey tools.
   • Use Text Analysis: Allows the user to analyze text responses in Text iQ.
3. Distribute: This permission gives the user full access to the Messages tab.
4. Manage Participants: This permissions gives the user full access to the Participants tab, excluding the status column that displays whether the participant has finished or not.

If you ever need to edit these settings, navigate to the Collaborate on Project menu as normal, make your changes, and click Save.

Sharing Dashboards

This section describes how to share a dashboard with a colleague so they can edit it.

1. Add the user as a participant in the project.
   
   Qtip: If this person should not be a respondent and is only a dashboard editor, include the column Respondent and set this equal to 0 (zero). You can also change whether someone’s a respondent after uploading them.
2. Create a role.
   
   Qtip: You can also edit the individual user’s permissions, but roles are more useful if you need to give multiple users the same access.
3. Add the dashboard to the role.
4. Enable Activate the dashboard.
5. Enable Edit the dashboard.
6. Adjust the other permissions accordingly.
   
   Qtip: If you do not restrict data access, then the user will be able to view all employee data in the dashboard.
7. Go to the Projects page.
   
8. Invite the user to collaborate on the project.
   
9. Make sure the View Results permission is selected.
   Qtip: You must have View Results and all permissions beneath it enabled. To limit what data the user can see, make sure the role has the restrictive dashboard permissions you need.

Troubleshooting Collaboration

See this support page for help troubleshooting collaboration issues. Common issues and their resolutions include:

• Trouble accessing a survey when you have multiple Qualtrics accounts.
• Cannot find or did not receive the collaboration email.
• Project is not appearing in your account.

In addition to solving these common issues, the linked page provides alternatives to project collaboration. These alternatives can help you share project information through other means.

FAQs