User Settings
- Gabrielle Pollack
A user’s settings include basics like their name and email address but also reviews management settings, like reply to review and import settings, and social share settings, including auto-post thresholds. Several other settings including the user’s email notification preferences can also be managed in the user’s settings. This guide provides an in-depth look at the settings available within each user account’s settings menu.
User Settings
General Settings
At the top of the User Settings menu is the user’s basic information and a spot to add additional email aliases:
First Name | The user’s first name as it should appear in the hierarchy and across the account. |
Last Name | The user’s last name as it should appear in the hierarchy and across the account. |
Email address | The email address they use to log in to the platform. |
Add or remove alias email | An alternative or secondary email address that the user does transactions with. User transactions can be processed from aliased emails in addition to their primary email. |
Login Settings
The setting for a user to be opted-in to the platform lives under the login settings sub-category. When toggled off, the user will lose their ability to log in to the platform. Users who have opted-out of Experience.com login are still a part of the hierarchy because automated transactions can still be sent on their behalf.
Reviews Management Settings
The user's reviews management settings include permissions to reply to reviews and import reviews from Google and Facebook.
Import Google Reviews | When enabled, the user’s Google reviews will automatically import into reviews management.* Google review import requires that a user is connected to Google via authentication method in the XMP. |
Import Facebook Reviews | When enabled, the user’s Facebook reviews will automatically importe into reviews management. |
Allow user to reply to reviews | When enabled, the user 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 the user to reply to it. If a review is received with a score 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. |
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 (Twitter).
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. |
Allow to Expire Survey
This toggle, enabled by default, allows a user the ability to prematurely expire a survey from the Incomplete Surveys page. Expiring a survey renders the survey URL invalid, preventing the recipient from completing it. Due to the sensitivity and potential for misuse of this setting, account and tier managers can control which users have the ability to utilize the expire option on incomplete surveys.
Send Settings
Allow survey completion notification | When enabled, the user will receive an email each time they receive a new completed survey. |
Allow reply to reviews notification | When enabled, the user will receive an email whenever she or a manager reply to a review. |
Tier and Role Assignment
The Tier and Role Assignment section hosts the user's tier assignment and the associated role (user, tier manager, listings manager, etc.). The user’s current tier assignment and role will be displayed below the tool that allows you to add additional assignments.
Users in the XMP must only be associated with ONE tier as a user. By adding an additional user role assignment to someone who already has one, a second public page (profile) will be created for the user. This is not currently a supported feature of the platform. Learn the correct way to move a user.
Edit a User’s Settings
Applies to:
Tier Managers
Account Managers
Organization Managers
Admins
Overview
Managing user account settings is accessible for managers within the hierarchy. The steps below guide an Admin or Manager through editing and updating a user’s account settings, including email addresses, aliases, and auto-post and reviews management settings.
How-To
On the users' view of the hierarchy, locate the user whose settings should be updated. Once located, click on the settings gear icon in the Action column.
When the user’s settings menu expands from the right side of the page, modify the settings that should be updated.