---
title: "5. Assign/Un-Assign Users to a Survey"
slug: "5-assign-users-to-a-survey"
updated: 2024-01-25T20:47:39Z
published: 2024-01-25T20:47:39Z
canonical: "wiki.cobblestonesoftware.com/5-assign-users-to-a-survey"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 5. Assign/Un-Assign Users to a Survey

### 5. Assign Users to a Survey

Users may be assigned to surveys on contract records, vendor records, etc. If assigning a survey to an individual's employee record, they will automatically be assigned. However, the user must assign others to a survey on more general records, like contracts and/or vendors.

While creating the survey, the user must select a *Respondent Type.* **Assigned Vendor** (the counterparty record that the survey is being assigned on) or **Internal Employees** may be selected.

![Respondent Type](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Add%20Survey%20To%20Record%20with%20red%20box(1).png)

If selecting **Internal Employees**, the user must pick from an additional set of options. Users will choose from one of, or a combination of **Employee Assigned** (the person in the Employee field on the record), **Additionally Assigned Employees**, **Employees Assigned to Record's Department(s)**, and/or **Pick Specific**. If picking specific employees, an employee list will populate for users to assign the applicable employees.

![Employee Assignment Types](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Internal%20Employees%20with%20red%20box.png)

If the survey has been created in the past, users may still add employees, while maintaining the previously selected *Respondent Type*.

On the record, navigate to the **Surveys/Responses** sub-table. On the survey to which must be assigned to others, click **Manage Survey**.

![Manage Survey](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Manage%20Survey%20with%20red%20box.png)

If the assignment selection upon survey creation was set to **Pick Specific**, an employee list will show. Assigned employees will show in the right-hand table, titled *Assigned Employees*. To **assign** users to the survey, click their name in the *Available Employees* table. Once their names are highlighted, click the arrow pointing to the neighboring table. To **un-assign** users from the survey, click their name under the *Assigned Employees* table, and click the arrow pointing to the neighboring table. **Employees may only be unassigned from a survey if they have not yet began responding to the survey.** Once the desired changes are made, click **Save Changes** at the bottom of the page.

![Assigning Employees](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Edit%20Survey%20with%20red%20boxes(1).png)