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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
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  • Firm Administrator
  • Standard User
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