How to Create and Manage Survey Invitations

How to Create and Manage Survey Invitations

A. Access the Invitations Page

Step 1: Open the Survey app from the left menu.

Step 2: Select the survey configuration you want to share.

Step 3: Click the Invitations tab.


You will see a list of existing invitations, if any.

B. Create a New Invitation

Step 1: Click Create an Invitation in the top-right corner.


Step 2: Fill in the invitation details:


  • Role – Choose the permission level for the invited user

  • Email – Enter the user’s email address

  • Expires at – Set the expiration date for the invitation link

Step 3: Click Invite User to generate the invitation.

The invitation will appear in the list with a unique access link.

C. Understand the Invitations List

Each invitation shows:

  • Email – The invited user’s email address

  • Role – The assigned permission level

  • Link URL – A unique link to accept the invitation

  • Expires at – The date and time when the link expires

After expiration, a new invitation is required.

D. How Users Accept Invitations

Step 1: Share the invitation link with the user (copy or send it directly).

Step 2: The user opens the link and logs in or creates an account.

Step 3: The user gains access to the survey configuration with the assigned role.

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