This feature requires Admin permission or the Survey Manager role to operate, and Member permission or the Survey Viewer role to view.
See Configure login users and roles for details.
The “Device” target type requires the Device feature.
Overview
The survey feature lets you conduct employee surveys and streamline device and SaaS inventory. This feature collects and verifies information about devices and SaaS tools employees are authorized to use. It automates asset inventory. IT departments can reduce manual verification work and achieve more accurate asset management.Workflow: From Survey to Action
This page explains the end-to-end workflow for conducting surveys and acting on the results. This includes employee surveys and device or SaaS inventory surveys.- Design your survey See Survey Design and the Survey templates.
- Create the survey to run See Create a survey.
- Employees respond to the survey See Respond to a survey.
- Review the survey results and conduct analysis or inventory For screen details, see Surveys screen overview. For inventory, see Review survey results and take inventory.

