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Documentation

Complete guide for all roles in the SurveyForms platform.

Introduction

SurveyForms is a bilingual (Romanian / English) SaaS platform for managing organizational surveys. It connects survey coordinators, participant users, and a central SaaS administrator through a structured invitation, approval, and participation workflow.

There are three distinct roles: Regular User, Survey Coordinator, and SaaS Administrator. Each role has a dedicated portal with the appropriate permissions.

How to Register

You can create an account in two ways:

  • With a survey code — if your coordinator has given you an 8-digit code offline, enter it during registration to automatically link to the correct survey.
  • Direct — create an account without a code and wait for a coordinator to assign you to a survey.

Directly registered accounts require SaaS Admin approval before accessing surveys.

Taking a Survey

After logging in and being approved, your dashboard displays all available surveys. Each survey card shows the title, status, and date range.

  • Available — you can start the survey.
  • In Progress — you can continue from where you left off.
  • Completed — the survey has been submitted.
  • Expired — the survey period has ended.
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