Overview
In the Manage section of your Account Settings, you will find the Survey Folders feature. This function is available to administrators and allows you to organize surveys and assign access rights to other users within your Netigate account.
If you do not see the option to create or manage folders, it may be due to your user permissions or license type. Please contact your Netigate Account Manager for further assistance.
What Are Survey Folders?
Survey folders (also referred to as survey categories) help divide your surveys into distinct categories. Administrators can also control user access to these folders.
Example use cases:
The HR department is granted access only to the HR folder.
The Marketing team can access only the Marketing folder.
For more information about user permissions, refer to the permissions documentation.
Creating and Managing Folders
Click “Add Folder” to create a new category.
Click “Save” to confirm your new folder.
To rename a folder, click the pencil icon next to its name.
To delete a folder, click the trashcan icon.
Note: Surveys in deleted folders will automatically be moved to the “Uncategorised” section.
Moving Surveys to a Folder
You can organize your surveys by moving them into existing folders in two ways:
Drag and drop the survey into the desired folder directly from the survey overview.
Change the folder via the Survey Settings of the selected survey.
Empty folders will appear at the bottom of the survey overview.