The Account Settings menu includes a variety of settings for the account to manage tier and user profile settings, social media settings, and reviews management settings. This menu is accessible and can be managed by Account Managers or Admins anytime.
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General Settings
Edit Account Name | Editing the name in this field will update the account name in the Accounts list and anywhere dynamic fields are used to bring in the account’s name. |
Advanced Analytics
Dashboard Name | This field refers to the Tableau dashboard name to display on the Advanced Analytics dashboard within the Account. It will be auto-filled with the appropriate location and should not be edited. |
Hierarchy Settings
Allow Tier Managers to add users | When this toggle is disabled, tier managers will be unable to create new users in the tiers they manage. If disabled, only Account Managers will be able to create users. |
Allow Tier Managers to move users | When this toggle is disabled, tier managers will be unable to move users across the tiers they manage. If disabled, only Account Managers will be able to move users. |
By default, these settings will be enabled for new accounts. When modified in an existing account, the setting will be applied to all existing tier managers and any newly created tier managers.
Public Profile Settings
Hide all public profiles | When enabled, all public profiles (for users and tiers) will be temporarily unpublished until the toggle is disabled. When enabled, “show public pages for tiers” and “show public pages for users” settings are automatically hidden. |
Show public pages for tiers | To allow tiers to have their own public profile, this setting must be enabled. If disabled, tiers will not have public profiles published to the internet. |
Show public pages for users | To allow users to have their own public profile, this setting must be enabled. If disabled, users will not have public profiles published to the internet. |
Allow users to opt out | When enabled, users can be opted out during the account creation process. If a user is opted out, they will be unable to login to their account and interact with their profile. An opted out user can have surveys sent and received on their behalf, but they cannot reply to or share the reviews on social media. |
Show hierarchy on location pages | When enabled, the hierarchical structure of the account’s tiers/users will be displayed on the public profile of the HQ and other tier pages. The structure will be hyperlinked to allow visitors to navigate to other profiles throughout the account. |
Show contact form on public pages | When enabled, a ‘contact’ button is available on public tier and user pages. Tier managers will receive email notifications for completed contact forms on their tier pages, and users will receive email notifications for completed contact forms on their profiles. |
Hide breadcrumbs from the public pages | When enabled at the account level (in this menu), breadcrumbs are hidden from all public profiles in the account. Tiers and users can modify this setting for their own pages individually. |
User license agreement | When enabled, a field appears to enter a link to a user license agreement. |
Allow unverified users to claim their profile | If enabled, users that have not verified their account (created a password) can gain access to their account by claiming their profile from pro.experience.com. |
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