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Firm Administrator
Helpful Instructional Documents for Firm Administrators
- Add New User - Manually
- Add or Remove NPS Question from Template
- Add Recipient to Active Survey
- Add User - Import
- Alerts - Edit Firm Member Settings
- Alerts - Edit Firm Settings
- Create a Batch Report
- Create a Survey Link for Existing Survey
- Creating a Contact Group
- Customize Default Survey Invitation for a Template
- Customize Firm Default Reminder Messaging
- Customize Firm Default Survey Invitation Messaging
- Customize Firm Default Thank You Messaging
- Delete an Existing Survey
- Disable Users and Former Employees
- Document Follow-up
- Edit Recipient Email in Active Survey
- Export Contact Data
- Export Project Data
- Identifying Favorite Templates