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Project Basics
  • Getting Started!
    • Building CX Surveys
    • CX Metrics
      • CX Dashboard
        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
                    • Quiz participation
                      • Get Results
                      • Introduction to Poll
                        • Build your Poll
                          • Launch your Poll
                            • Analyze your Poll
                              • Build Project
                                • Project Style
                                  • Launch Project
                                    • Analyze Project
                                      • Account Settings
                                        • Good to Know

                                          Account Settings

                                          Within Account Settings, you’ll find numerous account customization options, controls, and account management details. Any settings updated here will be reflected all across your account.

                                          To access these options, click on your initials in the top right corner of your account and select Account Settings from the dropdown menu. Review the menu panel on the left to navigate through your choices, including editing personal and organization information, adding a logo, managing sub-users, and much more.

                                          Details managed here are applied to activities throughout the platform, including:

                                          • Account Logo: Uploading an image here allows you to consistently use the same logo while designing a survey, distributing, and sharing reports.
                                          • Personal/Organization Information: These details are used to personalize email invitations during distribution, saving you from making manual updates each time.
                                          • Custom Labels and Text: Updates to the buttons, labels, and instructions in this section are applied to all surveys in the account and are seen during participation.