Working with teammates

Learn how to collaborate with teammates

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10 articles in this collection
Written by Sarah Leviseur, Tony Hunter, Beth McGarrick and 1 other

Exporting your Attest credit activity

How to access and use the csv export of your credit activity, downloaded from the Credits page

Written by Beth McGarrick
Updated over a week ago

Creating and purchasing using credit pots

Learn how to create, name and add balance to your team’s credit pots. Plus how to buy surveys and see transactions filtered by pot.

Written by Beth McGarrick
Updated over a week ago

Zapier Integration

Learn how you can use Attest's integration with Zapier to improve visibility of survey comments and publishing

Written by Roey Livne
Updated over a week ago

How to add and see comments on draft surveys

See what notes your colleagues have added to your survey, and leave comments on your team's surveys.

Written by Beth McGarrick
Updated over a week ago

Your colleagues' surveys

Learn how to find and explore your teammate's surveys

Written by Tony Hunter
Updated over a week ago

Edit your teammates' access to Attest

How to add and remove your colleagues' Attest accounts to control who can draft and send surveys & view results

Written by Beth McGarrick
Updated over a week ago

Draft sharing

Learn how to share a draft with a colleague

Written by Tony Hunter
Updated over a week ago

Results sharing

Learn how to share survey results with colleagues, share all or filtered demographics, and how to toggle for your team or external access.

Written by Tony Hunter
Updated over a week ago

How to use survey tags

Tags will help you organise your surveys

Written by Sarah Leviseur
Updated over a week ago

Checking your Attest credit activity

Check credit usage and survey activity for your team in the Credits page

Written by Beth McGarrick
Updated over a week ago