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Accessing the new "workspaces menu" to create a new workspace in SurveyCTO Collect

Did you know that in SurveyCTO Collect, you can add dedicated workspaces to keep your forms, data, and settings securely separated for different teams? Read on to learn more!

Dedicated workspaces in SurveyCTO Collect

If you work on data collection projects for multiple clients, or if you outsource data collection to other organizations, our workspaces are for you. Without workspaces, you might have different ways to separate forms, data, and settings across different projects and teams. With this feature, you can easily create separate workspaces to keep SurveyCTO Collect organized. Workspaces are digital spaces that allow you to organize your survey work from individual projects within our mobile application and quickly switch back and forth between them.

Workspaces allow you to streamline data collection and keep respondent information more secure 

When projects are organized into workspaces, not only do data mix-ups happen less frequently, but it’s also easier to keep respondent data secure. Workspaces inside SurveyCTO Collect are especially useful if you:

  • Collect data for multiple clients. 
  • Outsource data collection work to other organizations. 
  • Want to keep multiple projects separated and organized.

As an enumerator working on a variety of forms under the same SurveyCTO subscription, you can separate forms into workspaces and avoid any mix-ups. 
As a manager or administrator, you can ensure your field team is working on specific projects (or filling out your forms) within your workspace, to keep everything in one place.

How to add a new workspace in SurveyCTO Collect

Within the SurveyCTO Collect app, you’ll find a “hamburger menu” in the upper-left. Tap to open a new “workspaces menu”. From here, any user can add a new workspace to hold a new set of forms, data, and settings.

SurveyCTO workspaces in SurveyCTO Collect.

Customize security enforcement to meet your needs

As data collection becomes increasingly decentralized, it’s critical to have control over certain mobile settings from the server-side. That’s why SurveyCTO Collect offers you plenty of options to lock down data and forms.

Require dedicated workspaces: An advantage of workspaces is that you can require device-side work to be kept separate from work for other servers by preventing devices from connecting to your server unless the workspace is marked as a dedicated workspace. Read more about how you can utilize workspaces to follow best practices on secure data collection.

Dedicated workspace settings in the Collect tab of the server console

Require at-rest encryption: While most modern devices already have full-disk encryption, requiring at-rest encryption gives you additional protection by ensuring that all devices that connect to your server encrypt their entire file system, including dataset data, when the device is locked or off. 

Don’t allow jailbroken or rooted devices: Ensure all devices that connect to your server are running genuine software that hasn’t been tampered with. 

Prevent external access: Once you’ve enabled workspaces, you can be confident that the only way to access forms and data stored within a workspace is through the SurveyCTO Collect app, or by submitting data to your server. 

Guard server access at the user role level: Require external authentication to help enforce organizational data access policies, and further restrict API access. For full details on advanced server-side security features, read our documentation on managing device security.

Not a SurveyCTO user yet? Sign up for a free 15-day trial to create workspaces and experience the simplicity of a survey platform with security best practices built in. 

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