Sharing experiments and reports with colleagues


You can share experiments and reports with colleagues and external parties using different access levels to maintain control while ensuring privacy and protection.

Understanding access levels

Different access levels determine what colleagues can do with your shared experiments:

PermissionPrimary ownerCo-ownerView only
View experiments and reports
Edit experiment design and reports
Grant access to other colleagues
Transfer primary ownership

Sharing from your experiments dashboard

To share an experiment from your experiments dashboard:

  • Select My experiments from the left-hand panel.
  • Locate the experiment you wish to share under your list of experiments.
  • Next to the Settings button, select the down-pointing arrow.
  • Select Share with colleagues .
  • Enter the email address you wish to share the experiment with and select the access level from the drop-down menu.

    Sharing your survey report via My Experiments

Sharing via the report page

  • Click the Share with colleagues button in the bottom left-hand corner.
  • Enter the email address you wish to share the experiment with and select your permissions from the drop-down menu.
Sharing your survey report via View Report

Only collaborators with an active Conjointly licence can access reports of the types of experiments that require a licence.

Sharing via the experiment settings page

  • Click the Other actions button at the bottom-left of the screen and select Share with colleagues.
  • Enter the email address you wish to share the experiment with and select your permissions from the drop-down menu.
Sharing your survey report via Experiment Settings

Sharing password-protected reports

When you have an active Professional or Ultimate licence, you can share experiments (as long as you are their primary owner) with external parties who don’t have Conjointly accounts using password-protected access. To do so:

  • Click the Other actions button at the bottom-left of the screen and select Share with colleagues .
  • Navigate to the Report access tab:
Sharing your survey report via View Report

Recipients need to access the report with the password. Please note that the recipients get Report only access, and the access remains valid for 6 months unless revoked earlier by the Primary owner of the experiment.

Categorising experiments using tags

You can categorise projects into separate tags to collaborate on relevant projects/experiments with your colleagues.

To create a new tag:

  • Under your experiments page, select the Create button.
  • Select Tag at the top of the list, enter the name for your tag, and save.
  • Hover over your new tag, then select the Share with colleagues button.
  • Enter the email address of the colleague you wish to share the tag with.

Creating a folder for sharing

You can then assign your experiments to different tags, by dragging the tag towards the experiment you would like to tag, or hold and drag the experiment toward the tag.

Assigning an experiment a tag