Success Center

Support

Survey folders

In the manage section of Account Settings you will find Survey Folders. These settings are available to administrators, and they allow them to categorise surveys and other users of the account. If you do not see the option to create folders, it might be due to your user rights or your license type. Contact your Netigate Account Manager for more information.

The survey category function is used to divide your surveys into different categories. As an administrator you can also decide which users will have access to what folder. For example, the HR department only has access to the HR-folder, and Marketing will only have access to the marketing-folder. Read more about permissions here.

Click Add folder to create your new category and then click Save.

Remove categories by clicking the trashcan icon next to each category. The surveys in the category that is deleted will be automatically moved to Uncategorised.

To edit the name of a category, click the pencil icon next to it.

Moving surveys to a folder/category

In the survey overview, the empty categories will be found at the bottom. To move a survey into an existing category, simply drag and drop it into the new category. Or change the folder in Survey Settings.