Global Survey Layout Permissions

Global Survey layouts have a Permissions page - . To open this, click the Permissions button in the Layout and Styles toolbox.

Note: If you do not have permission to change the settings then the options will not be accessible and the lower part of the screen will not be visible.

Figure 1 - A Global Survey Layout’s Permissions page

The Permissions page includes several checkboxes. Note that the availability of these checkboxes will depend on your permission level.

• Public – check this box to make the layout available to all users. If a layout is public, then all users will be able to access the layout without being given additional permissions. See also the Company Specific option below.
• Poll layout - when checked, the survey layout will only be available for polls (go to Poll Surveys for more information).
• Easy Layout - when checked, the survey layout will be editable in the Easy Layout Designer.
• Available in Forsta Express – check this box to make the layout available to your company’s Forsta Express users. When you check the box, an input field appears enabling you to add a URL to a preview for the Layout. This preview is an illustration showing an Express user how an example question will look if they select this layout. To create the illustration, take a screen-shot of a survey question using the layout, and upload the screen-shot to the Forsta File Library. Then paste the URL to the uploaded file into the Preview URL field. The screen-shot will then appear in the Express Survey Details page when an Express user selects the layout.
• Preview image url - a preview image of an example question using the layout can be displayed in the Survey Layout Preview frame towards the right side of the New Survey page, so a user can see roughly how the survey will look using the selected layout. Create an image of a question that uses the layout, and add the URL to that image here. For best results, the image should be in .jpg format and be 480 px wide.
• Company Specific – check this box if you want the layout to be available to all users within your company.

Note that as you are within a server environment, a Public layout will be available to all users working on your server. SaaS users are therefore not allowed to make a layout Public because the layout would then be available to all SaaS users (all Forsta's SaaS Environment customers). You can duplicate a public layout (the Public property is then removed from the copy), but not modify one. Only a system administrator can set a layout to be Public. Forsta ProS Administrators and Company Administrators can set a layout as Public, but only within the company. A normal user can make a layout available in Express but cannot make it Public.

• Responsive - check to make the layout use the Responsive Rendering functionality (go to Responsive Rendering for more information). Note that this functionality must be switched on specifically for your company.
• Rendering version - appears when Responsive is selected. When changes are made to the layout, the edited layout is saved as a new version. Select which version of the layout you want your survey to use.

In the lower part of the window, set up permissions for the Survey Layout for users within your company. In the event a large number of users are registered in the list, use the search fields to find the user you wish to set permissions for. Once you have found the desired user:

• Permission type - click the down-arrow beside a user's field to open a drop-down list of the permissions, then select the appropriate permission for that user. The options are:
• None - the user does not have access to the survey layout.
• Read - the user has only Read permission, i.e. he/she can view the survey layout but is not allowed to edit it. The Save button is disabled.
• Write - the user has Write permission, i.e. he/she is allowed to edit the survey layout and the Save button is enabled. The user can delete page layouts, question skins etc. but not the entire Survey Layout.
• Delete - the user has full read, write and delete permission for the Survey Layout.

• Survey layout Administrator – check the box if you wish this user to be able to assign permissions to other users.
• Add other user – click to open a dialog that allows you to add users to the list.
• Remove other user - click to open a dialog that allows you to remove users that have previously been added.
• Grant all - select a permission from the drop-down beside this button and click the button to give that permission to all the currently listed users. Note that if you do not wish to give the selected permission to all users in your company then you must first conduct a search such that only the appropriate users are listed on the page.
• Revoke all - select a permission from the drop-down beside this button and click the button to remove that permission from all the currently listed users. Note that if you do not wish to remove the selected permission from all users in your company then you must first conduct a search such that only the appropriate users are listed on the page.

On completion, save any changes.

The Permissions page lists a maximum of 50 users on the current page; click the next/previous Page buttons in the lower-right corner of the page to move between pages. Click a letter-button (along the lower edge of the page) to list only those users who's User ID starts with that letter. The list can be sorted on the User ID, First name and Last name columns; click the appropriate column header to toggle the sort order up or down on that column.