Help/Plans & account

Sharing a survey with a colleague

Collaboration is per survey rather than per seat. You invite someone to the survey they need, at one of two access levels, and nothing else in your account becomes visible to them.

The two access levels

Viewer
Can read, cannot change

Opens the survey and the results dashboard, filters and reads responses, and exports the data.

Cannot edit a question, publish or unpublish, send invites, or delete anything.

Give this to a stakeholder who wants the findings, not the build.

Editor
Can change everything but the sharing

Everything a viewer can do, plus editing questions and settings, publishing and unpublishing, sending the survey out by email, and running the AI analyst.

Cannot invite other people, change anyone's role, or delete the survey. Those stay with you.

Give this to whoever is actually building or fielding the survey with you.

In detail

The owner is whoever created the survey. Ownership does not move — see the warning below about duplicates.

OwnerEditorViewer
Read responses, filter, and exportYesYesYes
Read AI analysis that has already been runYesYesYes
Duplicate the survey into their own accountYesYesYes
Edit questions, logic and settingsYesYesNo
Publish and unpublishYesYesNo
Add recipients and send invitesYesYesNo
Run the AI analystYesYesNo
Delete individual responsesYesYesNo
Invite people, change roles, remove accessYesNoNo
Delete the surveyYesNoNo

Where the Share button is

The survey editor toolbar. From the left: Back to dashboard, undo and redo, Question Bank, AI, Preview, Save now, Share, Unpublish. Share is the second button from the right.
Open the survey from My Surveys, then look to the right of Save now. Share only appears on a survey you own.

Inviting someone

  1. 1
    Open the survey from My Surveys and click Share in the editor toolbar

    It sits just right of Save now. This is the editor toolbar — not the Share button on the survey card, which copies the public link for respondents instead.

  2. 2
    Enter their email and choose Editor or Viewer

    The role sits in the dropdown next to the address. You can change it later without re-inviting.

  3. 3
    Click Send invite

    They get an email naming you and the survey. The link in it is good for 14 days.

  4. 4
    They click the link while signed in

    If they do not have an account yet, they are walked through creating one and land on the survey afterwards. Accepting is what grants access — nothing changes for them until they do.

What the Share dialog shows you

The Share this survey dialog. An invite-by-email field with a role dropdown set to Editor and a Send invite button; a note that editors can edit, publish and run AI features while viewers can read and export, and that the invite link expires in 14 days; the owner; two collaborators, Sam Rivera as Editor and Priya Raman as Viewer, each with a role dropdown and a delete icon; and one pending invitation with a Revoke link.
Everyone with access in one place: the owner, each collaborator with a role dropdown you can change on the spot, and anyone who has not accepted yet.
Note
Inviting is a Pro feature; being invited is not

The check is against the survey owner's plan, so a colleague on the Free plan can collaborate on your survey at either access level — they just cannot invite people to surveys of their own.

On Free the Share button is visible but disabled, reading "Upgrade to Pro to invite collaborators".

There is no per-seat charge and no seat count. Invite the people who need the survey.

Managing access afterwards

All of this lives in the same Share dialog, and all of it is owner-only.

  • Change someone's roleSwitch the dropdown next to their name between Editor and Viewer. It applies on their next request — no re-invite, no email.
  • Remove someoneThe bin icon next to their name. Access ends immediately.
  • Chase or cancel an invitationAnyone who has not accepted yet shows under Pending invitations with the date and role, and a Revoke link. Inviting the same address again replaces the pending invite and issues a fresh 14-day link, which is how you re-send one that got lost.
  • If they are already a collaboratorThe invite is refused and tells you the role they already hold — change it from the list rather than inviting again.
Watch out
A duplicate belongs to whoever duplicated it

Anyone with access — editor or viewer — can duplicate a survey, and the copy lands in their account rather than the original owner's. That is a fork, not a share: the original owner will not see the copy on their dashboard, and changes made to it never reach the original.

If you are working on somebody else's survey and want your changes to reach them, edit theirs.

Note
This is not how you send the survey to respondents

Collaborators are colleagues working on the survey. The people answering it never need an account and are never invited this way — they get a public link or an email invite from the Send dialog.

See “Sending your survey to respondents” for that side of it.

When access ends

Deleting a survey removes its collaborators and any outstanding invitations along with it. An unaccepted invitation simply expires after 14 days and grants nothing.

Related
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If something here is wrong, out of date, or just does not match what you are seeing, tell us — guides get written and corrected in response to what people actually get stuck on.