How to Launch Engagement Surveys as a Survey Manager

Last updated: March 11, 2026

Quick Summary

Survey Managers can launch Engagement surveys for the employees assigned to them. Once a Workspace Admin assigns the Survey Manager role, surveys can be created and sent from Engagement → Surveys → New survey → Create survey.

Steps

  1. Get the Survey Manager role

    A Workspace Admin must assign you the Survey Manager role. This role gives you permission to create and launch Engagement surveys.

  2. Confirm your participant scope

    Survey Managers can only send surveys to the specific group of employees assigned to them by the Workspace Admin.

  3. Open the survey creation page

    Navigate to Engagement → Surveys → New survey → Create survey.

  4. Configure survey settings

    Fill in the required survey details:

    • Survey name – Give the survey a clear title.

    • Survey program – Choose the program that groups related surveys for reporting.

    • Participants – Select the employees or teams who should receive the survey.

    • Start and end time – Define when the survey opens and closes.

    • Visibility threshold – Set the minimum number of responses required before results become visible.

  5. Add survey questions

    Add questions from your company’s Question Library to build the survey content.

  6. Review and launch the survey

    Check that participants, timing, and questions are correct, then launch the survey.

Tip: Use Survey Programs to group related surveys so reporting and filtering are easier later.

Common Issue

If you cannot create or send a survey, check:

  • You have been assigned the Survey Manager role.

  • You have participants assigned to your scope.

  • You are creating the survey from Engagement → Surveys.

Fix: Ask your Workspace Admin to confirm your Survey Manager role and participant access.

FAQ

Q: Who can assign the Survey Manager role?

A: Only a Workspace Admin can assign the Survey Manager role to a user.

Q: Can Survey Managers send surveys to all employees?

A: Only if those employees are included in the participant group assigned to the Survey Manager.

Q: Where do survey questions come from?

A: Questions are selected from your organization’s Question Library during survey creation.

Need more help?

Contact support@teamspective.com