> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 2-2. Configure the Target Type in a Survey

> Learn how to configure survey targets based on target type when creating a survey.

<Info>
  All operations in this feature require **Admin** permission or the **Survey Manager** role. Viewing requires **Member** permission or the **Survey Viewer** role. For details, see [Basic Roles](/en/it-management/settings/yne7fl2lcy-role-new#basic-roles).
  To use the "Device" target type, you must separately enable the Device feature.
</Info>

This page covers usage examples from step (6) onward in [Create a new survey](/en/it-management/survey/as4mbd7pzr-2-survey#create-new-survey). It also covers configuration methods for each target type.

#### Usage examples by target type

| Target type  | Usage example                                                                                                                                                                                                                                                       |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Employee** | Select employees from the employee list and send a survey to them directly or to their managers.<br />Example: Send an enrollment confirmation to managers linked to the list of Company X, a contracted partner.<br />Send a questionnaire to full-time employees. |
| **Device**   | Select devices and send a survey to the owner or the owner's manager.<br />Example: Send a confirmation to the owner for a device inventory check. Physically verify devices that are subject to fixed asset management.                                            |
| **SaaS app** | Select accounts for each SaaS service and send a survey to the owner or the owner's manager.<br />Example: Ask ChatGPT users directly about their satisfaction with the service.                                                                                    |

#### Create a survey with target type "Employee"

| Item               | Setting                                                                                                                                               |
| ------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Target type**    | Select "Employee".                                                                                                                                    |
| **Recipient type** | Choose from "Target / Target's Manager". Select **Target** to send a survey to each individual, or select **Target's Manager** to send by department. |
| **Select targets** | Accounts registered in the directory are displayed. Select the survey recipients.                                                                     |

<img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/ouobmg3dsc/2025-11-21-10-42-50.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=8bbabe17a0d78cea9768f44debe8399f" alt="Screenshot" width="1550" height="1266" data-path="images/it-management/ouobmg3dsc/2025-11-21-10-42-50.png" />

#### Target configuration (target type: Employee)

<img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/ouobmg3dsc/2025-11-24-18-54-39.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=e44951eb76d39f58e2cf05e8f8fcf8d2" alt="Screenshot" width="1542" height="900" data-path="images/it-management/ouobmg3dsc/2025-11-24-18-54-39.png" />

#### Preview mode (target type: Employee)

<img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/ouobmg3dsc/2025-11-25-13-17-32.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=f65186cfe2a026dfe7df07be0468ac82" alt="Screenshot" width="676" height="1034" data-path="images/it-management/ouobmg3dsc/2025-11-25-13-17-32.png" />

#### Create a survey with target type "Device"

| Item               | Setting                                                                                                                                                                     |
| ------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Target type**    | Select "Device".                                                                                                                                                            |
| **Recipient type** | Choose from "Target / Target's Manager". Select **Target** to check device ownership per individual, or select **Owner's Manager** to check device ownership by department. |
| **Select targets** | Users registered in the device screen are displayed. Select the target devices for the survey.                                                                              |

<img src="https://mintcdn.com/moneyforwardi/3WKMXczU2HZWJonO/images/it-management/ouobmg3dsc/2026-06-12-7-37-01.png?fit=max&auto=format&n=3WKMXczU2HZWJonO&q=85&s=e5c29edcf6599913ae4ead26706010e6" alt="Screenshot" width="1350" height="1104" data-path="images/it-management/ouobmg3dsc/2026-06-12-7-37-01.png" />

#### Target configuration (target type: Device)

<img src="https://mintcdn.com/moneyforwardi/3WKMXczU2HZWJonO/images/it-management/ouobmg3dsc/2026-06-12-7-36-38.png?fit=max&auto=format&n=3WKMXczU2HZWJonO&q=85&s=2fcfb348c1b0fe9acb2d3ef6d7cd52cd" alt="Screenshot" width="1838" height="1056" data-path="images/it-management/ouobmg3dsc/2026-06-12-7-36-38.png" />

#### Preview mode (target type: Device)

<img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/ouobmg3dsc/2025-11-25-13-10-50.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=318a682cce2749c6fd3d31bb57741152" alt="Screenshot" width="682" height="1116" data-path="images/it-management/ouobmg3dsc/2025-11-25-13-10-50.png" />

<h4 id="saas-app-target-type">
  Create a survey with target type "SaaS app"
</h4>

| Item               | Setting                                                                                                                                                                                                                                                                               |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Target type**    | Select "SaaS".                                                                                                                                                                                                                                                                        |
| **Recipient type** | Choose from "Target / Target's Manager". Select **Target** to check SaaS usage per individual. Select **Target's Manager** to check SaaS usage by department.                                                                                                                         |
| **Select targets** | Accounts registered in the service screen are displayed. When you select a service under "Select targets", the accounts for that service appear. To target accounts across multiple services, check the desired accounts, then select another service and check its accounts as well. |

<img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/ouobmg3dsc/2025-11-24-19-18-32.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=2a8ba9b941cf5a2f7d414ce2bea17468" alt="Screenshot" width="1328" height="884" data-path="images/it-management/ouobmg3dsc/2025-11-24-19-18-32.png" />

#### Target configuration (target type: SaaS app)

<img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/ouobmg3dsc/2025-11-24-19-00-16.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=3578909c39e3048af490250c3c3a8e05" alt="Screenshot" width="1384" height="704" data-path="images/it-management/ouobmg3dsc/2025-11-24-19-00-16.png" />

#### Preview mode (target type: SaaS app)

<img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/ouobmg3dsc/2025-11-25-13-03-42.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=110d01b48c1d1294407061c27f92cfa7" alt="Screenshot" width="826" height="1468" data-path="images/it-management/ouobmg3dsc/2025-11-25-13-03-42.png" />
