Upgrade your PSU Qualtrics account

If you work under the Office of the Senior Vice President for Research at Penn State or one of its Institutes:

  • Huck Institutes of the Life Sciences
  • Material Research Institute
  • Social Science Research Institute
  • Institute of Energy and the Environment
  • Institute for Computational and Data Sciences
  • Clinical and Translational Science Institute

Please send an email to ssri-it@psu.edu to request an upgrade code. (Please do not email or message anyone in SSRI IT directly.)

  1. Request an upgrade code. If you work under OVPR, send an email to ssri-it@psu.edu. If not, contact your unit's IT.
  2. Navigate to https://pennstate.qualtrics.com in any web browser and sign in using your Penn State Access Account credentials.
  3. If you do not have any surveys yet, create a new Blank Survey Project and name it "Test Survey" or something similar. It does not need to have any content in it.
  4. Click on the circle in the upper right corner of the window with your initial in it, then click on "Account Settings". This should load a new page.
    Screenshot of the menu with the account settings option shown.
  5. If you see "You're currently viewing an updated version of Account Settings. Switch to older version", click on the link to switch to the older version.
    Screenshot showing: You're currently viewing an updated version of Account Settings. Switch to older version.
  6. Click on the "Upgrade Account" tab in the upper left, just below where it says "My Account".
  7. Enter your account upgrade code in the blank text box. (If you do not have an upgrade code, please see step #1 above.)
    Screenshot of the upgrade account screen.
  8. Click on the "Upgrade Account" button below the text box. The screen will refresh and it will look like nothing has happened; this is normal.
  9. Click on the menu icon in the top left corner of the window, then "Projects".
    Screenshot showing the expanded navigation menu and the Projects option.
    • On the right hand side of any of your projects there will be an ellipsis (...), click on this to open up your survey options.
    • If the options for 'Collaborate' and 'Distribute' are not grayed out, then your account has successfully been upgraded.
      Screenshot of the Projects window showing the option for Collaborate.
  10. If your account upgrade did not work, please contact the email that supplied your code for support.