In Ardoq, you can use privileges to define feature access and permissions to define asset access. For instance, permission to access a particular survey.
For instance, you can enable the "Create Surveys" privilege to allow users to create surveys using the Survey Builder. On the other hand, permissions enable you to grant access to a given survey and define the actions your users can perform on that survey such editing or submitting answers to the survey only. Learn more about survey permissions in the section below.
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How to Allow Users to Create a Survey
In Ardoq, you can use privileges to define feature access and permissions to define asset access. For instance, permission to access a particular survey.
For instance, you can enable the "Create Surveys" privilege to allow users to create surveys using the Survey Builder. On the other hand, permissions enable you to grant access to a given survey and define the actions your users can perform on that survey such editing or submitting answers to the survey only. Learn more about survey permissions in the section below.
How to Enable the “Create Surveys” Privilege
Given that you are an admin user in the Ardoq app, you can allow users to create new surveys by enabling the “Create Surveys” privilege on their user role or individually per user.
How to Enable The “Create Surveys” Privilege on a User Role
To grant Surveys access to a specific user role:
Navigate to Preferences > Organization Settings > Manage User Roles
Select the user role you want to configure
Tick the “Create Surveys” checkbox
Click “Save”
Enabling the “Create Surveys” privilege on a user role is the easiest way to manage who can create surveys in your organization. Once the “Create Surveys” privilege is enabled on a user role, it is not possible to disable it on specific users who have that user role.
For example, if you enable the “Create Surveys” privilege on the Writer user role, all of your existing Writer users, and those you add in the future, will be able to create and edit surveys. Because the “Create Surveys” privilege is enabled on the Writer user role, you won’t be able to disable the “Create Surveys” privilege on single users who have the Writer user role assigned.
How to Enable the “Create Surveys” Privilege per Single User
Enable the “Create Surveys” privilege individually per user when you need certain people to create new surveys and their user role does not allow them to.
To enable the “Create Surveys” privilege on single users:
Navigate to Preference > Organization Settings > Manage Users
Look for the user you want to enable the “Create Surveys” privilege on
Click on the three-dot menu next to the name of a user and select "Assign privileges"
Select "Create Surveys" from the dropdown
Hit "Save"
Survey Permissions: How to Share a Survey with Stakeholders
Assign users a permission on a particular survey to grant them access and determine what actions they can do on that specific survey. It is not necessary to enable the "Create Surveys" privilege for them to access and edit the survey. The "Create Surveys" privilege only allows users to create new surveys.
To grant users a permission on a given survey:
Navigate to the Surveys overview page
Click on the three dot menu next to the name of your survey and select “Manage Permissions”
Assign users or a group of users the desired permission level ("Full access", "Can edit", "Submit survey answers", "No access").
The available permissions for Surveys are:
Full access: It allows users to read, edit, and delete the survey they’ve been added to. They can also update the survey permissions for themselves and other users who were granted access.
Can edit: It allows users to read, edit, and delete the survey they’ve been added to. They cannot update the survey permissions.
Submit survey answers: It allows users to answer the survey outside of core Ardoq.
No access: It prevents users to access a specific survey.
You can grant users these permissions depending on their role:
User Role | Survey Permission Options |
Org Admins |
|
Org Writers |
|
Org Readers |
|
Contributors |
|
Entire Organization |
|
Sharing with the Entire Organization (NEW)
The "Entire Organization" option lets you share a survey with every user in your organization, regardless of their role.
When sharing with the Entire Organization, the individual user's role is always prioritized for access restriction.
No matter the permission you set for the organization (e.g., "Can edit"), a user cannot exceed the restriction set by their specific role.
For example, if the Entire Organization is granted "Can edit," a user with the "Reader" or "Contributor" role will still only have "Submit survey answers" access.
👉 Learn more about privileges and permissions in the “Assign Users Access to Assets and Functionality” KB article.