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Collaborating on Survey Projects

Suite

Customer Experience Strategy & Research

Product

Qualtrics

What's on this page

About Collaborating on Survey Projects

Qtip: Collaborating on a project is the same as sharing a project.

Our collaborate feature allows you to give other Qualtrics users access to your surveys when they log into their accounts. That way, you can work on the same 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 can upload translation to the survey, but have no access to the data you collect.

Attention: While other areas of the platform may have similar-sounding functionality, this support page is solely focused on how to collaborate on surveys. This page does not cover other project types, such as Employee Experience.

Attention: If you are a user in our FedRAMP environment, please note that due to enhanced security measures, you may only collaborate with other FedRAMP users in your organization. If you’re uncertain whether this applies to you, please contact our FedRAMP Support team to confirm.

Collaborating Inside Your Organization

You can collaborate on surveys with individual users and groups in your organization. A group is a set of Qualtrics users with access to a shared library of surveys, contacts, and other project data. If you want to create a group, contact the Brand Administrator within your organization who can create one for you.

Within the project’s Survey tab, click Tools.

Opening the tools menu and finding the collaborate option two down

Select Collaborate.

Qtip: Missing the Collaborate button? There are two reasons this can happen. The first is that you cannot invite someone to collaborate on a project you don’t own. To give another user access to that project, you’ll have to contact its original creator. However, if you are the survey’s owner, then chances are you’re missing the permission to collaborate inside your organization. If you belong to a Qualtrics license, contact your Brand Administrator to request this permission be turned on.

If a user is in the same organization as you, you can type their name or email into the Type Username or Email field, or find them inside the User and Group Address Book.

Text box to enter Username or Email and Link to Address Book

Qtip: You’ll only see groups that you belong to listed in the address book.

Once inside the address book, 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.

Overview of the Address Book with Groups and Users listed and the Add Selected button

Qtip: Don’t see the person you are 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 their account won’t appear in your list, although you can still collaborate with these users by entering their email address into the field on the previous window. The email address you share with does not have to match their Qualtrics account.

Type a custom message and click Invite when you’re done. This message will be presented in an email invitation the user receives, along with the standard invitation. If you’re fine with just a standard invitation being sent, leave the box blank.

Email invitation page with optional Custom Message text box and invite button

Select the checkboxes for the permissions you want to grant each person or group you’ve added. See Collaboration Permissions for more details on each of these options.

choosing the collaborating permissions and clicking Save

Qtip: Click arrow next to the Edit and View Reports permissions to further customize the level of access your collaborators have.

Click Save to send the invitation.

Qtip: Are you on the Projects page? You can also collaborate by navigating to your survey on the Projects page, clicking the dropdown to the right of the survey, and selecting Collaborate.

Collaborating Outside Your Organization and with New Users

Attention: See Considerations for Cross Brand Collaboration before collaboration with users outside your brand.

Attention: Sharing your project across datacenters can make contacts and messages inaccessible for your collaborators.

Attention: When collaborating across organizations, the collaborator account permissions will be limited to that of a trial account. In addition, collaborator accounts are further limited to only 10 emails a week. These account limitations do not apply when both collaborators are on the same brand.

Collaborating with users outside of your organization works very similarly to collaborating within your organization. Rather than using the address book though, you’ll simply enter the email address associated with the user’s account into the text box and click the Add button. This email address does not have to match the user’s Qualtrics account.

Email entered into the Share Project Menu text box with the Add Button

Qtip: Having trouble collaborating with a user outside your organization? Be sure that you both have permission to do so. You both must contact your respective Brand Administrators to request this permission.

New Users

You can also collaborate on a survey with a user who does not already have a Qualtrics account. Simply type their email address into the text box and click Add. Your collaborator will then need to make a new account. Your collaborator should do 1 of the following:

Example of a shared survey invitation, with the words New Account in red

Attention: Any free account can collaborate on surveys. Users without accounts or access to a Qualtrics license can create a free account that is capable of collaborating on projects by either using the link in the email, or the free account sign-up on the Qualtrics website. Note that because this account is free, it will still have certain limitations in its access to the Qualtrics platform.

Users with More than One Account

Sometimes, users have more than 1 Qualtrics account associated with the same email address. That’s ok! The user will be emailed a code when you invite them to collaborate on the survey. The user can then log into any of their accounts and enter this code to get access to your survey. To learn more about collaboration codes, see the Accessing Shared Surveys section.

Qtip: Sometimes people have multiple accounts because their institution has enrolled them in an account, they have a free account, or they’ve accidentally created a collaboration account in addition to main Qualtrics account. If you or a colleague think you have multiple accounts and want your content consolidated in a single place, check out the User Moves page.

Users with SSO Accounts

If the person you’re collaborating with has SSO and is not a member of your organization, you should still be able to collaborate with them. Enter their email address into the field and click Add. For more considerations with SSO users, see the Collaborating with SSO Users section.

Considerations for Cross Brand Collaboration

Attention: When collaborating with users outside of your brand, be careful of the information you are sharing with these users. Sharing a survey outside your organization can give external users access to brand-wide content, including brand-wide surveys, libraries, and contact lists. This is true even if the survey you are sharing is not brand-wide. This gives the person you are collaborating with access to the following:

Brand-Wide Surveys: Any surveys shared with a brand-wide group will be accessible to users outside of your organization with whom you’ve shared surveys. This applies even if the survey you are sharing outside your organization is not a brand-wide one.

Brand-Wide Libraries: Any libraries (and contents saved within) that are shared with a brand-wide group will be accessible to users outside of your organization with whom you’ve shared surveys. This applies even if the survey you are sharing outside your organization is not a brand-wide one.

Brand-Wide Contacts: Any contact lists shared with a brand-wide group will be accessible to users outside of your organization with whom you’ve shared surveys. This applies even if the survey you are sharing outside your organization is not a brand-wide one.

If you are a Brand Administrator, the organizational libraries referred to in this section are brand-wide groups with whom contacts, messages, and surveys can be shared. When these groups were created, they were marked Yes under the Available to All Users field.

All survey responses (interactions) are counted towards the any response limits the survey owner may have, and these interacts are associated with the organization that owns the survey.

Collaborating with SSO Users

Users who access their Qualtrics accounts through single sign-on (SSO) will have some extra considerations when collaborating on surveys. This is especially true if you and your collaborator belong to different organizations.

Qtip: If you are unsure whether you or your colleague’s account has SSO, there are two ways to tell:

When you log into Qualtrics, you log in using your organization’s login portal, not a standard Qualtrics login page.

Go to Account Settings and scroll down to the Recent Logins section. You will see your username. If there is a hashtag (#) in it, your organization uses SSO.

Collaborating with the correct person

If you’re sharing with someone in the same organization, it’s easier to type the user’s name into the user or group address book, and then click on that person when they appear in the list. The account that appears will always be the one officially affiliated with your organization.

debra is searched in the address book, revealing several debras. You would click the selection box next to her name

If you are collaborating with someone with SSO from outside of your organization, then you can share with any email address that user has access to. They will receive a secure collaboration code, log into the Qualtrics account of their choice, and enter the code. See the Accessing Shared Surveys section for more details on collaboration codes.

Qtip: Do not collaborate with an SSO user’s hashtag ( # ) username. Always use their email address.

ignoring links in the invitation

When someone invites you to collaborate on a survey, you will receive this invite:

Do not click on “new account”. Even if you do not have an account through your organization yet, do not use this link. To create a new account, go to the special URL your organization has set up for Qualtrics. If you do not know this URL, you can search it online, ask a colleague, or call support.

To access the survey you have been invited to collaborate on, log into your Qualtrics account as you normally would. Then follow the steps in Accessing Shared Surveys to gain access to your survey.

Accessing Shared Surveys

Once users have been invited to collaborate on a project, the collaborators receive an email notifying them, and they will be able to see it listed in their Shared with me folder the next time they log in.

Qtip: You will need to have at least 1 project already in your account to see the Shared with me folder. For help creating a project, read the Creating a Project page.

To access this folder:

Navigate to the Projects page.

Navigation menu opened, projects is the second thing listed

Select Shared with me.

Qualtrics Projects page inside the folder called Shared with Me in the lefthand folders pane

Qtip: Expand the folder dropdown to see a list of colleagues who have shared projects with you. You can also see the owner of each survey in the Shared with me folder if you display the Owner column.

Enter Collaboration Code

Some users may find that when a survey is shared with them, the invitation they receive contains a special code. This is an extra security measure that confirms cross-brand collaborations and other special cases.

Qtip: You will need to have at least 1 project already in your account to see the Shared with Me folder and Enter Collaboration Code button. For help creating a project, read the Creating a Project page.

Look in your email for a survey collaboration invite. Copy the code.

Log into the account you want to be able to access the survey from.

Go to your Shared with me folder.

Blue text with plus sign just below the breadcrumb bar that says "enter collaboration code"

Qtip: The Enter Collaboration Code button only appears in your Shared with Me folder. It will not appear in any of your other project folders.

Click Enter Collaboration Code.

Paste the code in the field.

Click Submit.

Qtip: There are 3 scenarios where you will need to use the Enter Collaboration Code button:

The user who invited you to collaborate is from outside of your organization or Qualtrics license. (Remember: some organizations may have more than one license with Qualtrics. For example, a university’s Psychology department and its Registrar may have purchased their own brands.)

The user who invited you to collaborate only just created their Qualtrics account.

The user who invited you to collaborate is in your organization, but they didn’t click your name to select you from the address book. Instead, they typed in your email address and submitted the change before selecting your specific account.

Managing Surveys Shared with You

In your Shared with me folder are subfolders named for each collaborator. Use these to find surveys by the owner.

Sub folders within Shared with Me showing names of project owners

If you decide you no longer want to be involved in a project, you can remove your access to it by clicking the dropdown next to the project and clicking Remove shared project. Don’t worry – this option doesn’t delete anything. It simply removes your ability to access the project.

Remove Shared Project option from dropdown located to the right of project

Qtip: If this option is disabled, this means the survey has been shared to a group of which you are a member. You can either reach out to your Brand Administrator and request they remove you from the group or reach out to the survey owner and request they remove the group from the shared project.

Collaboration Permissions

When you collaborate on a project with someone, you don’t have to give them full access. You can restrict the content they can view or edit in your project.

Attention: Collaboration permissions set on a shared project will override individual user permissions for the people your project is shared with.

Qtip: 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. Contact the project owner if you have any questions.

the collaborating window showing the different available permissions

View Survey: Enabling this permission gives the collaborator view-only access to features in the Survey tab (such as survey flow, survey options, survey questions, and survey look & feel).

Attention: If you want to give view-only access, make sure the Edit permission is also disabled.

Edit: Disabling this permission removes access to the entire Survey tab, where survey edits take place. The collaborator will also be unable to rename the survey or translate it. However, if you only want to disable some editing permissions, click the dropdown next to the permission, and edit the permissions detailed below instead.

Edit Surveys: Disabling this permission removes access to the Survey tab and to survey renaming. Collaborators can still translate the survey.
Warning: In order to enable any of the editing permissions described below, you must also enable Edit Surveys!

Qtip: Your collaborators will need access to this permission to access the Workflows tab.
Copy Survey Questions: Disabling this permission prevents the user from copying questions within the survey. However, your collaborator can still copy questions and blocks to the library.
Create Response Sets: Response sets are a feature that is no longer used.
Delete Survey Questions: Disabling this permission prevents collaborators from deleting questions and page breaks from the survey builder.
Qtip: You don’t have to worry about collaborators deleting the entire project. No matter what permissions are enabled, collaborators cannot delete a project they are collaborators on. Only the owner can delete the project.
Use Text Analysis: Disabling this permission prevents collaborators from performing text analysis in Text iQ. Collaborators can still view (but not edit) your text analysis if they have the View Text Analysis permission found in the View Reports permission details.
Use Conjoint: Disabling this permission prevents collaborators from using conjoint analysis.
Allow Tallying Screened Out Responses: Disabling this permission means that you cannot use the Screen-out Response option to customize an end of survey element in the survey flow. You may not see this option if you haven’t purchased access to this feature, which allows you to keep a tally of screen-outs in one easy screen. When enabled, this permission must be combined with Edit Survey Flow.
Use Table of Contents: This option will only appear if you have access to the table of contents feature. Disabling this permissions means your collaborator won’t be able to add a Table of Contents in the survey flow.
Translate Surveys: When disabled, the user cannot translate the survey.
Set Survey Options: When disabled, the user cannot edit the survey options.
Edit Survey Questions: When disabled, the user cannot edit questions, including question behavior. The only question editing allowed is the ability to add a page break. This permission is also required to access the Weighting tab in Data & Analysis.
Edit Survey Flow: Disabling this permission removes the user’s ability to edit the survey flow.
Qtip: If you have the permission for Edit Survey Flow checked, but the permission Edit Survey Questions is unchecked the user will not be able to edit embedded data elements in the Survey Flow.
Use Blocks: Disabling this permission prevents collaborators from deleting, moving, adding, renaming or copying blocks within the survey. However, collaborators can still use the block options unrelated to these tasks, such as loop and merge, question randomization, and copying a block to a library.
Use Triggers: Disabling this permission removes the user’s ability to use email triggers.
Use Advanced Quotas: This permission will only appear if you have access to Advanced Quotas. When disabled, the collaborator cannot use cross logic quotas, multiple match handling, or the public quota dashboard. When this permission is disabled, users will still have access to basic Quota features, including the ability to create, edit, and delete them.
Use Reference Blocks: When enabled, allows the user to add reference blocks to the survey using material in their account.

View Reports: If you do not choose to specify permissions, turning this permission on gives your collaborator full access to the Data tab. However, if you only want to disable some results permissions, click the dropdown next to the permission, and edit the permissions detailed below instead.

Edit Survey Responses: Disabling this permission stops your collaborator from deleting data or using the response editing feature. Also, while you can still generate a retake survey as new response link, you cannot generate a regular retake link. This permission, when disabled, allows collaborators to add data, but not modify existing data in any way.
View Survey Results: Disabling this permission removes the Data & Analysis tab and the Reports tab.
Warning: In order to enable any of the results permissions described in this section, you MUST also enable View Survey Results!
Filter Survey Results: When enabled, this permission allows the user to filter the collected responses on the Data & Analysis and Reports tabs.

View Restricted Data: Disabling this permission censors the standard contact fields, IP address, location latitude, location longitude, and custom fields marked as sensitive in the Data & Analysis tab and in all exports.

Attention: If you invite someone to collaborate on a survey, and give access to “View Restricted Data,” the collaborator must also have the “View Restricted Data” user permission enabled. If not, the user won’t be able to view the survey’s restricted data. Users can reach out to a Brand Administrator to get their permissions changed. Below, you’ll see a table describing how the collaboration permission and the user permission interact.

Collaboration permission User Permission Result

Disabled Disabled User cannot view the collaborated survey’s restricted data.

Enabled Enabled User can view the collaborated survey’s restricted data.

Enabled Disabled User cannot view the collaborated survey’s restricted data.

Disabled Enabled User cannot view the collaborated survey’s restricted data.

Download Survey Results: Allows the user to export data from the Data & Analysis tab. When disabled, collaborators can no longer export from the Data & Analysis tab, but they can still export reports.
Use Crosstabs: Gives the user the ability to analyze the results with the crosstabs feature.
View Response ID: When enabled, this permission allows the user to view the Response ID, a unique ID assigned to every individual response.
View Text Analysis: When enabled, the collaborator has view access to text analysis performed in Text iQ. The collaborator will not be able to edit the details of your text analysis without the Use Text Analysis permission found in the Edit permission details.

Collaboration permission	User Permission	Result
Disabled	Disabled	User cannot view the collaborated survey’s restricted data.
Enabled	Enabled	User can view the collaborated survey’s restricted data.
Enabled	Disabled	User cannot view the collaborated survey’s restricted data.
Disabled	Enabled	User cannot view the collaborated survey’s restricted data.

Activate/Deactivate: When selected, this permission gives the user the ability to activate, pause, or resume the survey’s response collection.

Copy: When disabled, the collaborator cannot copy project or create a project from a copy of the collaborated survey. Collaborators can still copy questions and blocks within the same project, or copy the survey to the library.

Distribute: Determines whether the collaborator has access to the Distributions tab, and thus whether they can distribute the survey.

Attention: You should only send distributions from your own account. Sending a distribution that was created by another collaborator can cause issues.

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

Qtip: These permissions are specific to survey projects. If you want to know what the collaboration permissions for Employee Experience projects (Engagements, Lifecycle, Ad Hoc Employee Research, and 360), see Collaborating on Projects (EX).

Troubleshooting

Account Setup Issues / Multiple Qualtrics Accounts

If your organization has a Qualtrics license, you need to carefully follow the steps on the Creating an Account page before you make an account and start collaborating. Specifically, you need to make sure you signed up for Qualtrics from the correct URL.

If you chose “Free Account” on the Qualtrics homepage when you signed up, you have a free account. Free accounts created before October 4, 2019, cannot collaborate; all free accounts created after this date can collaborate. If you made an older free account and your organization does not have a Qualtrics license, you will need to create a new free account before you can collaborate. However, if you signed up this way as a mistake and your organization does have a Qualtrics license, check out our User Moves page for several solutions that will allow you to move your account to the correct license and collaborate on projects.

If you signed up for an account using the link in the collaboration invite, you will be able to collaborate on surveys without any issues. However, you are not signed up for Qualtrics with a specific organization, which may mean you don’t have access to other features your organization paid for (e.g., file upload questions, the offline app). If you ever need to move your account to a different organization, check out our User Moves page for details.

If you are 100% sure you signed up for Qualtrics with the correct URL and are having trouble collaborating, contact your Brand Administrator to make sure you have the right permissions enabled.

Qtip: Remember to also login to Qualtrics using the correct URL!

Cannot Find Collaboration Email

If you did not receive the collaboration email, please try the following:

Check the junk and spam folders of your email.

Make sure the survey owner shared with the correct account.

Qtip: If the survey owner is sharing directly with an email address, remember that this only has to be an email you have access to, and does not have to be the one on the account. This applies to SSO users, too.

If 1 and 2 don’t work, ask the survey owner to remove you, save, and collaborate again.

Project Won’t Appear in Account

If the project won’t appear in your Shared with Me folder, please try the following:

Make sure you entered the collaboration code.

If you have already entered the collaboration code, then click the Account Settings icon on the top-right corner of the screen and select Refresh Account.

the refresh account option in the account settings menu

Ask the survey owner to remove you, save, and collaborate again.

Qtip: Sometimes pop-up blockers prevent projects you’re collaborating on from opening. This is because the project is trying to open in a new tab. You may need to set the blocker to temporarily allow pop-ups.

Alternatives to Collaboration

Collaboration is meant to give multiple users the power to edit and distribute a survey, edit the survey’s data and export it as needed, and create reports. With collaboration permissions, you can even pick and choose which of these functions you want the user to have access to.

However, collaboration is not always the best solution for your goals. Below, we cover some similar needs and how best to accomplish them:

If you want someone to look at the survey but not edit it, try sending them a preview link or a Word doc of the survey.
If you want someone to see reports but not edit them, try sharing the advanced-reports / sharing the results-reports.
If you want someone to look at the raw data but not be able to edit it, try exporting the data and sending them the file.
If you are leaving your organization soon and would like someone else to own your survey and its data, contact your Brand Administrator and ask them to transfer the survey.
If you just want someone to have a copy of your survey (without the data), try exporting a QSF copy of the survey and sending the file to your colleague instead.

FAQs

How do I set up a Group Library?

A Group Library is automatically created when a new group is created by your Brand Administrator. Please contact your Brand Administrator in order to create a group and have the appropriate users added.

How do I accept a project someone's inviting me to collaborate on?

That depends on how the survey was shared with you. First, take a look in your email for the collaboration invite.

If the email contains a code: Copy the code. Login to your Qualtrics account, go to the Shared With Me folder, and click Accept Collaboration. Paste the code into the field and submit.
If the email does not contain a code: Login to your Qualtrics account and go to the Shared With Me folder. If you do not see the survey, go to the upper-right of your Qualtrics account, click the profile icon, and select Refresh Account.

For more details, see the Accessing Shared Surveys section of the Support Site.

How do I see the project owner?

Sort your projects Owner, or go to the Shared With Me folder.

When sorting by owner, all projects become grouped by their respective owner, regardless of what folder you’re in. We recommend looking in the Shared With Me folder to make locating the owner and project easier.

The Collaborate option is grayed out for my project. Why is that?

There are a few reasons why collaboration may not be available:

The project belongs to someone else. Only the owner of a project (the one who created the project in their account) can invite another user to collaborate.
Collaboration is not available for your account. Check with your Brand Administrator to see if the collaboration permission is enabled for your account.

I don’t see a project that I have been invited to collaborate on. Where is it?

There are several reasons why a project you've been invited to collaborate on may not appear in your account:

You may be looking at the incorrect folder on your Projects page. Be sure to check in your Shared with Me folder.
Check your email for an invitation with a collaboration code. Then log back into your account, go to the Shared with Me folder, and enter the code under the Accept Collaboration button. (This is especially important if the user who shared the survey with you is from outside of your organization, or shared with an email address you own that is not connected to your Qualtrics account.)
One of the users does not have the correct collaboration permissions turned on. A Brand Administrator can check or update these permissions for you.
Try refreshing your account. Open your Account Settings menu in the top-right of the page and select Refresh Account.

I’m missing some editing options when I open a project I'm collaborating on. Why?

There are two reasons why you may not have full access to a project you're collaborating on:

The project owner did not give you full access to the project. Check with the project owner to make sure they gave you the access they intended, as described in the Collaboration Permissions section.
The project owner has a limited Qualtrics account. The project owner won’t be able to give you permission to make edits that they themselves aren’t allowed to make.

When I go to invite someone to collaborate on a project, I get a "You do not have permission" error message when I click the Add button. What's happening?

Your organization may have disabled permissions for collaborating inside or outside of your organization. Check with your Brand Administrator to see if the Collaborate Projects and/or “Collaborate Projects” Extends Outside Organization permissions have been disabled on your account.

Why can’t I see the User and Group Address Book?

This may mean that you do not have permission to view the Address Book. Check with your Brand Administrator to see if the permission has been disabled.

How do I know what email address is associated with my account?

If you or your collaborator aren't sure what email address is associated with an account, go to the account's Account Settings and then scroll down to the Recent Logins section. Don't include the pound sign ( # ) or anything that comes after.

How can I tell if I own a survey or if it has been shared with me?

You can click on Sort By in the top-right corner of the Projects page and choose Owner to quickly organize your projects by their owner. You can also select the Shared with Me folder on the left-hand side of the Projects page to see if the survey has been shared with you.

Why can't I find the user I'm looking for in the User and Group Address Book? Can I still share a project with them?

Make sure the user has a Qualtrics account within your license. If the accounts are not in the same license (e.g., they may be in a different department or have a free account), then the account won't appear in your list. Regardless, you can still share a survey with this individual by typing in the email associated with his or her Qualtrics account, clicking Add, and selecting Save to complete the share.

How do I remove a project that has been shared with me?

Click on the Shared with Me folder on the left-hand side of the Projects page and find the survey in question. Click on the dropdown menu to the right of the project and select Remove Shared Project.

How do I transfer ownership of a survey from one user to another?

If you would like to transfer all the surveys from one account to another, navigate to the Users tab, find the user you would like to transfer surveys from, and select Transfer Surveys on the right side.

If you would like to transfer only a specific survey between accounts, click on the username of the survey owner and select View Account Use Info. This will allow you to find the survey you would like to transfer; select Change Owner on the right side of the survey.

For more information, visit the Changing Project Ownership section of the Creating and Managing Users support page.

To transfer surveys between accounts, you must be a Brand Administrator. Reach out to your Brand Administrator if you need assistance.

How do I know if my Qualtrics license has SSO?

If your organization has SSO, chances are you have one login portal that lets you access multiple accounts. You may use the same login page to submit pay stubs, schedule time off, access email, submit classroom assignments, manage course payments, and more. If this is the case, your organization may have also connected their Qualtrics license to this login service.

If you already have a Qualtrics account, you can figure out if you have SSO by going to the profile icon in the upper-right of your account -> Account Settings -> Recent Logins. If your username has a hashtag (#) in it, your organization uses SSO.

If you do not yet have a Qualtrics account, try looking on your organization’s website for a special link to Qualtrics, or reach out to the professor or colleague who asked you to create an account. If this link takes you to your standard organization login screen, that means you are using SSO, and must always login from this special link.

If you were in charge of setting up the license and don't remember purchasing SSO, you probably do not have access to SSO. Talk to your Account Executive or Technical Success Manager for more detail.

Where can I find the Accept Collaboration button? I don't see it.

The accept collaboration button can be found in the Shared with Me folder.

You may also have trouble finding the button if your browser size is too small - in this case, the button becomes smaller and doesn't have text on it. Try zooming out, or making your browser wider.

I don't see the "Shared with Me" folder. What do I do?

Have you created any projects yet? If you have a brand new account and haven't made a survey, your Qualtrics account will look a little different from what you see on these pages. Try creating a project, and then navigate to the Projects page by clicking the XM logo in the upper-left or Projects in the upper-right. Your Shared with Me folder should appear in a menu to the left.

Can I share multiple projects at once, or share a whole folder of projects?

No. You will need to set the collaborators for each of your projects separately.

When I invite someone to collaborate on a survey, does the email address I use have to match the account?

No, the email address you share with and the email address on the account don't have to match. Because of the security of the collaboration codes feature, you can share the survey with any email address your collaborator has access to. Your collaborator just has to log into the account where they want to access the shared survey, and enter the code.

Remember that if you are collaborating with users in the same brand, you can select collaborators from the address book, removing the need for collaboration codes.

Is the collaboration window accessible?

The “Collaborate on Project” window is fully WCAG 2.0 AA compliant. The only exception is that you cannot tab to the User and Group Address Book button from this window. However, you can still tab through the field to the left of this button in order to select users and groups in your organization to share with.

How does the approval process affect survey collaboration?

If your survey is subject to an approval process, then your survey may be affected when you invite other users to collaborate on a project.

All edits to the survey are automatically saved, but they are not live to survey takers until they are approved and published.

By default, only the survey's owner can submit survey edits for approval. However, an admin can change this behavior to allow collaborators to request approval.

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