How to Set Access Restrictions for a Shared Survey Template
1. Open the shared template and go to Access Restrictions 0:00
Start with a survey/template that has been shared with your team but is owned by someone else.
Open the template you want to control access for (example: Plots).
Go to Access Restrictions to manage who can see or edit it.
2. Choose a group to control permissions 0:24
Instead of setting permissions one person at a time, place coworkers into a group.
Select the group you want to manage (example: Dev Demo).
If no permissions are selected for that group, members of the group will not be able to see the survey.
3. Review who is in the group 0:48
Use the Setup Edit button to view the members of the selected group.
This helps confirm exactly who will be affected by the access settings.
Verify the group before assigning permissions.
4. Assign the level of access you want 1:03
Choose the permissions you want the group to have.
Available options include:
Add Own
View Own
Edit Own
Delete Own
View Others
Edit Others
Delete Others
Select only the permissions that match what you want users to be able to do.
5. Apply permissions to yourself or specific users if needed 1:11
You can also assign permissions for your own team or yourself.
In the example, permissions are added for the Mocha team.
This shows that access can be customized based on team membership.
6. Confirm the restriction works 1:26
After permissions are set, return to the template.
If you do not have permission, you may no longer see the survey or its data.
In the example, the template no longer appears in the list because access was excluded.
7. Use access restrictions to control shared survey visibility 1:55
This process lets you control who can access a shared survey within your team.
It is useful when a template is shared broadly, but only certain people should be able to add or view data.
The result is more precise control over shared team resources.