The Secure Survey Program Blueprint

As a survey program grows past a single creator, security stops being a checkbox and becomes an operating discipline. This blueprint covers the pieces worth deciding deliberately rather than defaulting into.

Centralize identity

Connect single sign-on via SAML or OpenID Connect so access follows your organization's identity provider rather than separate passwords per person, and use SCIM if you need accounts deactivated automatically when someone leaves.

Apply least privilege to survey access

Not every team member needs edit access to every survey. Scope permissions to the surveys someone actually owns, and keep raw-response access limited to people who need it for their role.

Use private collectors for sensitive surveys

A public link is enough for general feedback, but anything collecting sensitive data should use an access-code or password-protected link instead, so participation is restricted to people you actually invited.

Keep an audit trail

An audit log of who accessed or exported which survey's data matters most exactly when you need it - during an internal review or after something goes wrong - so it needs to be running before that moment, not set up in response to it.

Review integrations and exports

Every webhook, export, and third-party integration is a place data leaves the platform - periodically review which ones are still active and whether they still need the access they have.

Have an incident and continuity plan

Know in advance who gets notified if a data issue occurs, and keep your survey definitions and past exports backed up outside the platform for anything you can't afford to lose. Deciding this after an incident is too late.

See the Security page and Enterprise Control for what's available today, and our privacy operations page for the data-handling side of this same program.