Qualtrics - Collaborate

How to collaborate and who you can collaborate with.

    Steps to collaborate

    First way to collaborate is from the Project page.

    1. To the right, click the three dots next to the survey name.
    2. Click the Collaborate option
    3. 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.  
    4. 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.
    5. If you're utilizing the search, Custom Message is Optional and click Invite
    6. If you're using the search, check the rights you want the user to have and save.

    Showing surveys list from the project with the three dots on the right hand side where you can find Collaborate

    Showing the Collaborate option

    showing the search bar and the user and Group Address Book options

    Showing the two different ways of collaborate side by side
    Search User and Group Address Book
    Showing where to start typing and the Add selected button Show the search bar and the user when you use the User and Group Address Book
    Showing the custom message to the user and invite buttonn Shows the user rights and the save button
    Showing the user rights choices and the save button

    Second way to collaborate is with the survey open

    1. Tools Button
    2. Collaborate
    3. 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.  
    4. 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.
    5. If you're utilizing the search, Custom Message is Optional and click Invite
    6. If you're using the search, check the rights you want the user to have and save.

    Showing where the tools button is and the collaborate option

    showing the search bar and the user and Group Address Book options

    Search User and Group Address Book
    Showing where to start typing and the Add selected button Show the search bar and the user when you use the User and Group Address Book
    Showing the custom message to the user and invite buttonn Shows the user rights and the save button
    Showing the user rights choices and the save button

    Collaborate outside of NDSU

    If you know someone who has a Qualtrics account, you can collaborate with them outside of NDSU.

    1. Add Selected after entering the person's email address where you would normally search
    2. Custom Message (Optional) and Invite
    3. Check the rights you would like them to have and save



    Keywords#ndstate   Doc ID127503
    OwnerLinda C.GroupIT Knowledge Base
    Created2023-04-27 10:42:36Updated2023-12-01 05:34:48
    SitesIT Knowledge Base
    CleanURLhttps://kb.ndsu.edu/qualtrics-collaborate
    Feedback  0   0