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Overview
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.
For Admins, these settings can be accessed by locating the account in the Accounts List and then utilizing the Action menu to expand the Account Settings.
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For Account Managers, these settings can be accessed from the Settings page and then by clicking the Account Settings tile.
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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 and 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Hide all public profiles | When enabled, all public profiles (for users and tiers) will be temporarily unpublished until the toggle is disabled.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. |
Send contact form to |
Reviews Management Settings
Import Google Reviews | When enabled, users that have connected to Google via authentication will have their reviews imported from Google. Modifying this setting at the account level will update the settings for all existing users and any newly created ones. |
Import Facebook Reviews | When enabled, users with active Facebook connections will have their reviews imported from Facebook. Modifying this setting at the account level will update the settings for all existing users and any newly created ones. |
Allow user to reply to reviews | When enabled, users will have the ability to reply to their own reviews as long as it meets the minimum score threshold set in the following field. |
Minimum score to reply on reviews | The slider scale with a dynamic number to the left indicates the minimum average score a review must be to allow a user to reply to it. If a review is received with ascore lower than what is set here, the user will be unable to reply to the review. In this case, it is recommended a tier or account manager reply on the user’s behalf. |
Allow user to reply using AI | When enabled, users will be able to utilize Experience.com’s Reply with AI tool, which allows Artificial Intelligence (AI) to generate a reply to a specific review in reviews management.  When this setting is disabeld, users will not see the Generate Reply using AI button in the reply text box. |
Review order preference on profile pages | Use the dropdown menu to select a default sorting method for reviews on user and tier pages: by date, rating, or recommended. |
Social Share Settings
The social share settings category includes auto-post settings for the three websites that Experience.com auto-posts reviews to: Facebook, LinkedIn, and X (formerly Twitter).
Modifying the social share settings for any of these sites from the Account Settings menu will not impact the current settings for individual users. Instead, modifying this setting will become the default values inherited by new tiers created in the account.
Allow autopost | There are 3 total ‘Allow autopost’ toggles, one for each social site. For each one,
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Minimum score to auto-post on social media | Displayed if auto-post is enabled. The slider scale with a dynamic number to the left indicates the minimum average score a review must be to auto-post to the social site. If a review is received with a score lower than what is set here, it will not be posted to the social site. |
Maximum number of posts per day | Displayed if auto-post is enabled. This number represents the maximum number of reviews that can be auto-posted to the social site within one day. |
Minimum gap between posts | Displayed if auto-post is enabled. These fields are a space to indiciate the minimum amount of time, in hours and minutes, between auto-posted reviews. |
Abusive alert | Enables an email to account managers when an abusive word or phrase is flagged in a review. |
Send abusive alerts to | A textbox to enter up to 10 email addresses of additional recipients to receive the abusive alerts email. |
Send Settings
Allow survey completion notification | Enabling this setting at the account level allows users to select their own survey completion email preferences. If this setting is disabled at the account level, it will be disabled for all users and managers, too. When disabled at the account level, individual user settings may appear enabled but are not because of this setting superseding the user preference. |
Allow reply to reviews notification | Enabling this setting at the account level allows users to select their own reply to review email preferences. If this setting is disabled at the account level, it will be disabled for all users and managers, too. When disabled at the account level, individual user settings may appear enabled but are not because of this setting superseding the user preference. |
Receive hierarchy update notification | When enabled, account managers will receive emails notifying them of tier additions, deactivations, and other hierarchy related updates. |
Send updates to account manager and the following | Account and hierarchy updates can be sent to an email address for someone if they are not an account manager. |
Account
Suspend Account | Available to admins only. This button can be used to suspend an account temporarily. For more information, see Suspending an Account. |
Request Account Deactivation | This button can be used to request an account be deactivated. After a request is submitted, it must be accepted by a super admin to complete the deactivation. For more information, see /wiki/spaces/SSV2/pages/2382823430 |