What's in this Article

• Grant Clients Access to a Completed Survey

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.