Setting up client access

Found on the project dashboard's Client Access tab — where you generate and configure the link you'll send to the client.

The Client Access tab — review link with Copy and Regenerate, access mode, access level, visibility toggles, and inviting a client

Client review link. A unique URL is generated per project, with Copy and Regenerate controls.

Access mode — who can use the link. Anyone with this link can access needs no invitation. Only invited clients can access requires an explicit invitation.

Access level — what they can do.

Access level	Client can…	The live survey
View	Read the questionnaire and the live survey preview. Comment on anything — new comments and replies — and browse existing comments, open and resolved.	Read-only.
Edit	Everything View offers, plus type directly into the questionnaire (captured automatically as a tracked, attributed edit), post new comments, and reply within threads they started.	Read-only — their edits apply to the questionnaire document, not the final version of the QRE.

Visible to clients.

Setting	What it controls
Internal comment / change	Visible to your team only. Notes-to-self, internal QA flags, anything not ready to route to the client.
Client comment / change	Visible to both you and the client. Use for anything you want their input on.
Questionnaire toggle	Whether the questionnaire document is visible through the client's link.
Survey link toggle	Whether the live survey preview is visible through the client's link.

Survey link configuration. When the Survey link toggle is on and the survey is synced to Decipher, the Survey link configuration panel opens below it. Use it to give the survey link the values that the survey needs to start correctly, for example the participant source, the language, or a respondent ID.

1. Select the Participant source and the Language, if the panel shows them.

2. Fill in the fields. Fields marked required or unique must have a value. If a field has an information icon, put the pointer on the icon to read the guidance from the SP.

3. Select Save configuration. This button saves only the survey link configuration. The other settings on this tab save immediately.

4. To check the link, select the open icon next to Configured survey link.

The Survey link configuration with the language, a field, and the configured survey link

The configuration is for the whole project. Your team's Survey Link tabs and the client's review link all use the last saved configuration. The options come from the last successful sync of the survey to Decipher. If the panel shows an error, or asks for a sync, ask the SP to sync the survey. For the SP steps, refer to Add guidance for survey link fields.