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Access Tokens / QR

A published guide from Survanta's public documentation.

Access Tokens / QR Codes — Tenant Admin

Overview

Access tokens and QR codes provide three different public surfaces: a SingleSurvey token for answering one survey, a Portal (TenantActiveSurveys) token for choosing among permitted active surveys and submitting responses, and a read-only Viewer (ResponseViewer) token for viewing permitted response/template data. Passcode or portal-login requirements may still apply even though no dashboard account is required.

How Public Access Works

  1. A Tenant Admin or authorized user chooses the correct token scope: SingleSurvey, Portal, or Viewer.
  2. The token is embedded in a URL or encoded into a QR code.
  3. The participant scans the QR code or opens the link.
  4. Survanta validates tenant, scope, state, dates, passcode, opens/response capacity, plan access, and capabilities before allowing the scope-specific operation.

Public participants are not registered users. They do not have email addresses, passwords, or permission groups in the system.

Token Types

  • SingleSurvey: Bound to one survey. It can allow anonymous and/or multiple submissions, with optional start, expiry, passcode, maximum opens, and maximum responses. Its link uses /p/{token}.
  • Portal: Tenant-wide by contract and has no survey selector. It lists permitted active surveys and can accept selected-survey submissions according to its anonymous/multiple-submission, expiry, passcode, and response controls. Its link uses /portal/{token}.
  • Viewer: Can cover all permitted surveys or one survey and exposes only selected read capabilities: answer templates, own submitted responses, submitted-response list, response details/files, and export. It never completes or edits a survey. Its link uses /viewer/{token}.

Generating the Correct Token

  1. Open Access Tokens / QR from the dashboard navigation.
  2. Open the separate create action for Single Survey, Portal, or Viewer. Do not use Viewer for respondent collection.
  3. For SingleSurvey select a survey; Portal has no survey selector; Viewer can optionally select one survey.
  4. Configure the token options:
    • Availability: Optional start and/or expiry where supported.
    • Passcode: Optional additional secret.
    • Capacity: Maximum opens/responses and multiple-submission behavior where supported; leaving a value empty means no token-specific cap, not exemption from tenant plan limits.
    • Viewer capabilities: Enable only the read operations the audience needs.
  5. Click Generate.

The token URL and QR code image are displayed. Download the QR code image or copy the link for distribution.

Managing Tokens

  • Revoke: Invalidate a token immediately. Any link or QR code using that token will stop working.
  • View Usage: See open/response analytics supported for public collection tokens.
  • List: Separate list surfaces exist for public links, Portal tokens, and Viewer tokens, subject to their own permissions and plan limits.

Security Considerations

  • SingleSurvey tokens are bound to one survey. Portal tokens are tenant-wide, and Viewer tokens may be tenant-wide or survey-scoped.
  • Token values are randomly generated and cannot be guessed.
  • Revoke tokens immediately if a QR code or link is distributed to the wrong audience.
  • Tokens also stop working when inactive, not yet started, expired, revoked, exhausted, over open/response limits, blocked by subscription state, or denied by a missing capability.
  • Viewer tokens are read-only. Never distribute a Viewer link to respondents as though it were a survey-completion link.

QR Code Distribution

Download the QR code image and use it in:

  • Printed materials (flyers, posters, booklets).
  • Digital media (email newsletters, websites, presentations).
  • Physical locations (reception desks, kiosks, field locations).

Participants who scan the code are taken directly to the survey without needing any Survanta account.

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