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Update Sharing Settings for Surveys
Authorize participants to participate in surveys when they’re invited to do so.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To configure Surveys: | Read, Create, Edit, and Delete on Surveys, Survey Invitations, Survey Responses, and Survey Subjects |
| To give end users the ability to read and respond to surveys: | Customer Community + License AND Read on Survey Invitations AND Read and Create on Survey Responses |
- From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings.
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Configure the sharing settings for surveys and survey invitations.
Settings Default Internal Access Description Survey Private Only participants with a link to the survey can access it. Survey Invitation Private Only participants with a survey invitation can open the survey. -
If the participant isn’t already a member of your Health Cloud site, add
them.
External users can only view Health Cloud surveys from within a site.
- To add the participant to the site, open their care plan and select the Care Team tab and select Add Care Team Member.
- Enter the participant’s name and role and select Add Member to Community.
- On the Contact page’s action menu, select View Customer User. Ensure that the profile is Customer Community Plus User.
- Assign the Read permission for Surveys and Survey Invitations.
- Assign the Create, Read, and Update permissions for Survey Responses.
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