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Transferring Survey from Administrator to Client

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michaeltimothyallen
Posts: 13
Joined: Mon Jan 28, 2013 11:06 am
Location: Wrexham UK
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Transferring Survey from Administrator to Client

Post by michaeltimothyallen »

I have three clients I am currently building surveys for.

For each of these clients I have been given by Plum and admin login user name and password and ALSO a client username and password.

I have built my first client survey (Client name begins Ada....) survey in my admin area for them. I am close to setting it live. I need to put this survey into their area. Can I copy it, or is their another method I should be using?

support
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Joined: Mon Jun 02, 2003 3:47 pm
Location: Boston, MA
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Re: Transferring Survey from Administrator to Client

Post by support »

Hi,

It is not possible for you to build surveys in your admin account and move them over to your clients' accounts. However, it's possible to build the surveys within your account and share reports with your clients on those surveys as documented here in the survey tutorial: http://survey.plumvoice.com/admin/docs/ ... eports.htm

If you are looking to build surveys for your clients to have control over in their own accounts, you would need to build the surveys within your clients' accounts.

Regards,
Plum Support

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