Settings

The Settings section lets you manage your account, workspace appearance, and integrations. Personal settings (Profile, Security, Notifications) are in the account menu at the top right, under your name. Workspace settings are in the Workspace menu in the top bar.

Profile

Update your display name, email address, and job title on the Profile tab. Changes apply immediately across the platform.

Security

The Security tab lets you:

• Change your password
• Enable or manage two-factor authentication (2FA)
• Review and revoke active sessions

Two-factor authentication is strongly recommended for all users with admin or editor roles.

Notifications

The Notifications tab has two groups.

Email offers one digest. It lists unread notices from the last day and is sent at most once a week. That is the only email chosen on the page. Sign-in mail and survey invitations are not listed there. Survey, milestone, response, analysis and action-plan email are not sent, so those choices are not on the page.

Teams lists private messages. Each stays off until you turn it on, and a message is sent only when your Teams account is already linked.

Branding

The Branding tab (available to admins) lets you customise the platform's visual identity for your organisation:

• Upload a logo
• Set primary and accent colours
• Customise the email sender name used for survey invitations

Branding applies across all client portals and respondent-facing survey pages associated with your workspace.

Integrations

The Integrations tab manages connections to third-party survey platforms. The following integrations are available:

• SurveyMonkey — connect via OAuth to push questionnaires to SurveyMonkey for distribution and pull back response data
• Qualtrics — connect using an API token and data centre ID to export surveys for enterprise-grade distribution
• Typeform — connect using a personal access token to create Typeform surveys from your questionnaire designs

Once connected, you can import questionnaires from these platforms at Questionnaires → Import, and pull response data into surveys from the survey's Responses tab.

Presentations (Admin only)

The Presentations tab lets administrators configure a default PowerPoint template for the whole workspace. Upload a .pptx template file and set slide layout preferences. All presentation exports will use this template, ensuring consistent branding across every deliverable. Only users with the Admin role can view and edit this tab.