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Table of Contents

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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.

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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.

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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.

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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,

  • toggle ON to allow auto-post (as the default value for tiers) onto the social site

  • toggle OFF to disable the autoposting of reviews to the social site

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