The “My Account” page is a page where administrators can manage survey account information.
Only administrators can edit Account Settings. This includes basic account information such as:
Only users with administrator privileges can manage phone numbers. Administrators can request, assign, and release the phone number(s) associated with their organization's account. Users creating surveys in Insight must have an account administrator assign them a phone number to use.
Click on the “Request a Phone Number” button to request a phone number or a block of phone numbers. This will open a dialog box that enables users to request phone numbers.
In this window users can search for specific phone numbers, select from the phone numbers listed, or refresh the list.
Phone numbers requested by administrators are assigned to the requester by default.
To assign a phone number to another user within a company's account, simply select the user's name in the dropdown associated with that phone number and click save.
To release a phone number, click on the trash icon associated with the phone number and click save. Please note that any active deployments associated with that number will be lost.
Users can update their first and last name, email address, as well as request or regenerate a developer key.
The developer key is an advanced feature for users deploying surveys through outbound calling. For more details on how to use developer keys, please see the API documentation.
The user can change or update their password here.
Administrator have a number of options for managing users. Admins can add, edit, and delete users within their organization's account. The administrator also controls user permissions relating to creating and sharing surveys.
To add a new user to your organization's account, administrators must navigate to the “My Account” page and click the “Manage Users” button. On the “Manage Users” page, click on the “Add New User” button and enter the appropriate information for the new user in the dialog box.
New users will receive an activation email after an administrator submits their user information. New users must follow the instructions in the activation email in order to activate their account and create a password. Once new users complete the activation process they will be able to login and utilize their account based on the permissions set by their administrator.
There are two user permissions: creating and sharing.
Metadata is an advanced developer feature used in conjunction with the metadata filter and metadata store question types within a survey. For more information on Metadata, please visit the Metadata Manager page.