Survey permissions in Factorial determine who can create, edit, send, and view survey results. These permissions are managed through user roles and access settings, ensuring that surveys are only handled by the right people and that employee data remains secure.
Depending on their role, users may be able to create new surveys, manage existing ones, distribute surveys to employees, or access responses and reports. This article explains how survey permissions work in Factorial and outlines what each role can and cannot do, so you can confidently assign access and maintain proper control over your surveys.
Employees must be assigned to the corresponding permissions group for Surveys permissions to apply.
How to set up your Surveys permissions
- In your sidebar, go to Settings
- Click on Permissions
- Select the Surveys section
- Enable or disable the permission
- Click on Save changes
This permissions let you choose the specific scope of a permission: deciding who a user is allowed to perform a the action on.
- For themselves: Only on their own profile/data.
- For direct and indirect reportees: On employees who report to them, directly or through a hierarchy.
- For people on teams they lead: Only on members of teams they manage.
- For people in their legal entity: Anyone in their department, branch, or company entity.
- For the whole company: Across all employees in the organisation.
Surveys permissions
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Create surveys
This permission allows the employees inside the specific group of permissions to create surveys.
If only "Themselves" is configured, they will be able to create surveys where they can be the only participants.
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Create templates
This permission allows the employees inside the specific group of permissions to design and save reusable survey templates. Templates make it easier to standardise surveys across the company and ensure consistency in structure, questions, and settings.
More information about Surveys here.