Overview of Team Dashboards

Team Dashboards (available to Max and Enterprise users) are a valuable way to manage survey development, fielding, and results across multiple teams in a streamlined and organized manner. Users who are members of teams within the platform will have access to their team’s dashboard and any other dashboards to which they have been granted visibility. Moreover, surveys can easily be moved from one dashboard to another. If a survey is being edited by another user, the dashboard will display a warning and instructions to inform team members before further edits are made. 

1. Accessing Team Dashboards

On the left-hand side of your dashboard, below the Panel Survey and List Survey icons, the teams of which you are a member and the teams that you are following will be listed. Use this list to click on and quickly access the surveys for each of your respective teams.

Click on a team listed in the left-hand side bar (marked by the team avatar icon) to open nested lists of surveys organized by user, study, and survey status. With Team-level privileges, access to these surveys includes editing, deleting, and organizing surveys reflecting the functionality of the owner of the survey.