Designate or remove multiple survey users at one time

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use the Survey Category form to designate or remove multiple survey users at a time.

    Before you begin

    Role required: admin or survey_admin

    Procedure

    1. Open a survey definition.
    2. In the Metric Categories related list, open a category.
      You can choose any category. The system applies survey user changes to all the survey's categories automatically.
    3. In the Users related list, click Edit.
    4. Use the slushbucket to add or remove survey users.
    5. Click Save to return to the survey category.
      The changes are also reflected in the Survey Users related list on the survey definition.