The user info widget enables you to manage
departments, user accounts, and
plan details. There are quick access links to various sections, and links to download the mobile apps right from within the widget. You can configure your survey's live form URL by mapping it with your domain and connect with
Zoho CRM,
Google Sheets, and Facebook. You can get there by clicking the top-right corner of the Zoho Survey home page and access the user info widget.
Departments, or groups, are specifically designed for teams. Departments help your teams collaborate on surveys. With Zoho Survey, you can create and maintain departments and user accounts, and share surveys and reports with the organization members. You can view the users, you add to your department, neatly arranged and grouped based on the organizations they're a part of. Please note, however, that these are features that are exclusive to Enterprise customers.
You can invite members to your department and potentially change their role to Vendor later. Members can view and edit every survey created within a portal. However, vendors can only view and edit the surveys they create.
To create a new department:
- Click Create a New Department.
- Type a name for your department in the Department name box.
- Type the email addresses of the users in the Add User box. Separate the email addresses with commas or type one address per line.
Click Create. Make sure that your invitees have a Zoho account. Users will be added when they accept the invitation. You can view the status of your invitations on this page at any time.