Creating Survey Campaign Permissions

Setting up Survey Campaign Permissions will save time when frequently publishing Surveys to consistent groups or Business Units.

Creating a Survey Campaign Permission Set

1. Log in to the iTacit Admin site.

2. Navigate to Menu > Surveys > Configuration: Survey Campaign Permissions.

3. Click New to begin creating a new permission group.

4. Enter a Name that clearly identifies the group’s purpose (e.g., “HR Team – Engagement Surveys”).

5. Search for Users by Group, Business Unit, Job Classification, Role, or individual Employee.

6. Click Add to include selected users in the permission group. Click Remove to delete any users or groups added by mistake.

7. Click Who Does This Include? to preview the full list of employees affected by the permission set.

8. Use a predetermined permission group to define:

• Who can edit this permission.

• Who can use this permission.

If no permission group is available, click Change... to manually assign permissions.

9. Click Apply to save the permission group for future use.