Account

In Account settings users can modify their subscription, enable/disable team members and view active Guest Users.

The Account overview page will have different views depending on the level of subscription and permissions of the user.  

Under Account Settings

Account Admin can modify the plan and number of seats on an account:

Users Tab


Under the Users tab Account & Team Admins can disable or enable Team Members.

Guests Tab

Under the Guest tab Users can view:

  • Specific Guest Users
  • Company
  • Site the Guest has access to
  • Guest expiration date
  • Delete Guest

Teams

A Team is a group of users on the same account who have access to the Team "Library".   This allows users on the Team to view and edit Sites and Surveys created by the other users of the Team.  

Most of our subscription plans allow for a single Team on an account.  Our Enterprise and Campus Complete Plan allow for multiple Teams, and users may be associated with one or more of the Teams, each Team with its own Library.  The Enterprise account is commonly used for companies with branch offices and geographically dispersed locations, where some of the users require access to different Team Libraries.

  • Account & Team Admins can add a Team 

 Enterprise, Corporate and Campus Complete subscriptions can have multiple Teams 

Billing

Under the Billing tab Users can:

Only Account Administrators will see the billing tab under settings

API

The API tab is used to add Token for integrations.

Only Account Administrators on Enterprise, Corporate and Campus Complete subscriptions will see the API tab