After a survey has been completed, you can send it back to the client to have them make any necessary changes.
Grant Clients Access to a Completed Survey
1. Navigate to a resolution case with a client survey and click Client Survey in the left-side column.
2. To adjust Client Survey settings, click Survey Options under the three stacked dots.
3. Allow your client to edit their client survey responses by selecting On - Client has access.
To revoke edit access, click Off - Client doesn’t have access.
4. Toggle the switch at the bottom to let your client access the survey after completion.
If client access is set to On, the toggle switch will be green. When green, Canopy will automatically remove access once the client has completed the survey.
If the toggle is set to Off, clients will retain access to the survey after completing it.
If client access is set to Off in step two, you will not be able to change the toggle.
5. Click Save.
The Survey Options window will close.