With Granular Governance in Surveys, you get full control over who can access and manage different parts of each survey. Whether it's the Builder, Translations, Distribution, Analytics, Workflows, or Settings, you can assign specific permissions based on each team member’s role. This helps your team stay focused, keeps your workflows organized, strengthens data security, and ensures that every survey is managed with clarity and integrity.

Business Use Cases

• Streamlined Collaboration Through Role-Based Permissions: Managing multiple stakeholders in survey creation can be challenging without clear boundaries. Granular governance allows teams to assign role-based permissions, such as view-only access for leadership, edit rights for core contributors, and restricted distribution access for designated owners. This structure improves ownership, reduces the risk of accidental changes, and ensures smoother collaboration on live surveys.

• Empowering Regional Teams Without Losing Control: When overseeing surveys in different regions, it is essential to strike a balance between autonomy and consistency. Detailed permissions facilitate this by enabling regional teams to formulate and modify questions, while central teams maintain authority over design, publishing, and distribution. This approach allows for quicker localization of content without sacrificing brand standards.

Enhanced Security is achieved by allowing a Compliance Officer or Global Admin to assign precise permissions, ensuring users have access only to the areas they need. This minimizes the risk of unauthorized actions and promotes greater accountability across teams. With survey-level precision, a Survey Owner can grant permissions for individual surveys, allowing team members to engage only within their defined scope, thus protecting data and preventing work overlaps. For tailored collaboration, a CX Manager can provide edit access to contributors and view access to leadership, supporting multi-level stakeholder involvement while maintaining clarity and control. To ease operational burden, a Product Admin can utilize dynamic user groups and permission templates, enabling efficient management of large teams without constant manual updates. Finally, secure cross-functional workflows are supported as a Head of Digital Customer Experience can confidently assign task-specific access across regions or departments, enhancing turnaround time while maintaining critical safeguards.

Prerequisites

To assign or modify permissions for a survey: You need to be either the Owner of the survey or have been given "Can Edit" access for that particular survey.

Setting Up Granular Permissions

1. Navigate to CFM Persona App, go to the Programs Page, and then access a survey.

2. Click the Vertical Ellipsis (⋮) against the Survey and click Permissions.

   

3. Go to the Survey Permissions page, and under Set User Permissions, select User or User Group and select relevant permissions:

   

   1. Can Edit

   2. Can View

   3. Custom

4. After clicking “Add User,” you can adjust the applicable permissions to limit access for a user or user group. These settings can also be modified later using the Settings icon next to the added users.

   

   

5. Click Save and manage permission changes as needed & update the Survey Details.

Best Practices

• Define role hierarchies clearly.

• Leverage dynamic user groups for efficiency.

• Regularly review permissions for security hygiene.