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Applicable Roles/Permissions/Licenses

After a survey has been completed, you are able to send it back to the client to have them make any necessary changes. 

Grant Clients Access to a Completed Survey

1. Navigate to an engagement with a client survey and click Client Survey in the left-side column. 

To adjust Client Survey settings, click Survey Options on the Client Survey screen.

• You can change when your client has access to the survey.
• You can decide whether clients can change answers after completing the survey for the first time.

2. Click View Survey.

3. Click on the options menu in the left-side column.

4. Choose Survey options from the dropdown menu.

5. To allow your client to edit their client survey responses, click On - Client Has Access.

To revoke edit access, click Off - Client Doesn’t Have Access.

6. Toggle the switch at the bottom to allow your client to access the client 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.

7. Click Save.

The Survey Options window will close.