U

Settings

Platform configuration and access management

General Settings

Used when surveys don't have a custom message

Role Permissions

Admin

Full access to all projects, surveys, responses, templates, settings, and business units.

Survey Manager

Create and manage projects and surveys. View responses and reports. Export data.

Survey Creator

Create surveys, edit own surveys, view responses for own surveys.

Viewer / Report Viewer

View dashboards and reports only. No editing access.

User roles are assigned in the user management section of the dashboard.

Notifications

New response received

Get notified when a new survey response is submitted

Survey milestone reached

Alert when a survey reaches 50, 100, or 500 responses

Weekly summary digest

Weekly email summary of platform activity

Data & Privacy

Allow anonymous responses by default

New surveys will allow anonymous submissions

Auto-archive closed surveys

Automatically archive surveys 90 days after closing

SME

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