Qualtrics - Collaborate
How to collaborate and who you can collaborate with.
Steps to collaborate
First way to collaborate is from the Project page.
- To the right, click the three dots next to the survey name.
- Click the Collaborate option
- There are two methods for selecting users. 1) Perform a search or 2) choose User and Group Address Book. Note: You might save time by conducting a search. Begin typing the person's name. If you don't see a name with #ndstate after it, they don't have a Qualtrics account. Request that they create an account at ndstate.qualtrics.com so that you may share with them. Choose User and Group Address Book - You can search or scroll to find the name you want to collaborate with.
- If you're utilizing the search, you'll click the Add Selected button. You will check mark the name if you use the Choose User and Group option.
- If you're utilizing the search, Custom Message is Optional and click Invite
- If you're using the search, check the rights you want the user to have and save.
Search | User and Group Address Book |
Second way to collaborate is with the survey open
- Tools Button
- Collaborate
- There are two methods for selecting users. 1) Perform a search or 2) choose User and Group Address Book. Note: You might save time by conducting a search. Begin typing the person's name. If you don't see a name with #ndstate after it, they don't have a Qualtrics account. Request that they create an account at ndstate.qualtrics.com so that you may share with them. Choose User and Group Address Book - You can search or scroll to find the name you want to collaborate with.
- If you're utilizing the search, you'll click the Add Selected button. You will check mark the name if you use the Choose User and Group option.
- If you're utilizing the search, Custom Message is Optional and click Invite
- If you're using the search, check the rights you want the user to have and save.
Search | User and Group Address Book |
Collaborate outside of NDSU
If you know someone who has a Qualtrics account, you can collaborate with them outside of NDSU.
- Add Selected after entering the person's email address where you would normally search
- Custom Message (Optional) and Invite
- Check the rights you would like them to have and save