Survey Resources

Enterprise Setup

Manage users and accounts of all organization users from a single account.

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Enterprise Setup

Working as a team has a lot of benefits. A portal/group specifically designed for a team lets your organization users collaborate over surveys . With Zoho Survey, you can create multiple accounts, maintain accounts, users and share surveys and reports with the organization members.

Why Enterprise?

Enterprise account of Zoho Survey gives access to all the organization members. An admin manages the account and has the ability to invite users (Organization and Non-organization) and create or delete accounts.

With Zoho Survey's enterprise account, your organization can achieve;

Cost benefit:

Manage your team's survey subscription, all in one place and get billed monthly or annually based on the subscriptions.

Collaboration over the survey:

Add organization members to the portal and share surveys and collaborate over the survey.

Control over data:

All data, secured in one place.

Setting up an Enterprise plan:

For instance : Create a portal 'Marketing' and invite members from your organization to contribute for the survey.

To create a portal,

    1. Click 'Set up'.
    2. Click on 'Create a New Portal'.
    3. Name the portal and click 'Next'.
    4. Enter e mail id's of users.
    5. Click 'Invite'.

An e mail invite will be sent to the user. Once the invitee accepts the invitation, he/she will be added to the portal. Once added, the user can create or view surveys based on the status.

Note:

  • The permission to invite and remove users is with the admin of the portal (paid user of Zoho survey).
  • The survey admin can find all portals on the 'Set up' page.
  • Users who wish to create a portal have to be users in the organization.
  • The portal admin can change the status of the user as an 'Member' or a 'Vendor'.
  • The enterprise user who is added to the portal can view the list of surveys and the portal on 'My Portal' on survey editor.

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