Plum Insight Documentation
account_manager

Account Manager

Overview

The “My Account” page is a page where administrators can manage survey account information.

Managing Account Settings

Only administrators can edit Account Settings. This includes basic account information such as:

  • Company Name
  • Street Address
  • City
  • State
  • Zip Code
  • Phone Number

Managing Phone Numbers

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.

Requesting Phone Numbers

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.

Assigning Phone Numbers

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.

Releasing Phone Numbers

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.

Managing User Settings

Users can update their first and last name, email address, as well as request or regenerate a developer key.

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.

Resetting Password

The user can change or update their password here.

Managing Users

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.

Creating Users

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.

User Permissions

There are two user permissions: creating and sharing.

  • Can Create: Selecting this option gives the user the ability to create and clone surveys. Users without creation permission cannot create surveys or clone them, even if another user shares a survey with them.
  • Can Share: Selecting this option gives the user the ability to share surveys that they have created or surveys that other users share with them.

Managing Metadata

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.

account_manager.txt · Last modified: 2016/07/08 12:52 by jason