Configurations - Survey Bot

As an admin you can choose the following configurations for the bot. On the Survey bot dashboard, click on Configuration

  • Only admin group member can create surveys

    Check Restrict survey creation to allow only selected admins to create the surveys.

    Create Workplace group with all bot admins

    Add the name of the Workplace group consisting of all the bots admins as members. Only these users would be able to create surveys with this configuration choice

  • Ensure a prior admin/manager approval before triggering a survey to target users

    With this configuration, every survey will require prior approval before getting trigered.

    You can choose to take the approval in one of the following ways -

    • Approver group - Enter the name of a Workplace group which has all your intended approvers as members. Whenever a user would try to create a survey, the bot would first request the members of this group for approval before triggering the survey.
    • Reporting Manager - Requests the Reporting Manager of the creator for approval(if RM is not available,requests members of the Approver Group)

  • User Limit threshold

    Admins can specify a user count threshold, for which they don't wish to seek any approval. For example the user count threshold is set as 20 and a survey is created for 15 users, then the survey would be triggered automatically without any approval(Even if you have specified a approval process). In case you want approval before aevery survey, you can set the threshold as 0.

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