Move a survey to another subgroup, team or organisation (and renaming teams)

You can move surveys and materials between your own team and its subgroups yourself. Moving a survey to a different organisation, for example from a consultant to a client, is done by our support team (support@maptionnaire.com).

Move a survey to another subgroup in your organisation

1. Click the three dots next to the survey and choose Transfer.

   

2. Select the subgroup where you want to move this survey.
3. Click 'Transfer'. 

4. Remember to also transfer all maps, images and documents featured in the survey. Go to Materials, select the assets you want to move, and select Actions > Transfer. Select the subgroup and click 'Transfer'

   

5. Check that everything has been transferred to the new subgroup.

You need the Transfer resources permission in your role. Admins have it by default; see Admin and Producer roles. Materials such as images and map files can be moved the same way from Materials.

Who can see the survey after the move depends on the subgroup’s members. See How can I control what team members can see or do? (Subgroups).

Move a survey to another organisation

For example when a consultant hands a finished survey over to their client, or a researcher moves to another university.

1. Email support@maptionnaire.com with the survey link, the name of the team it should move to, and whether it should include the responses.
2. Copy in someone from both organisations, so we can see that both agree to the transfer.
3. We transfer a copy of the survey, with its results if you asked for them. The original stays where it was unless you ask us to remove it.

Rename a team or subgroup

Teams and subgroups can’t currently be renamed in Maptionnaire. If you need a different name, contact support@maptionnaire.com.