Site Settings Overview
The Site Settings menu allows Analysts to manage and configure important site-wide settings, such as Agreements, Subscription, Basic, Account and Email Settings.
From the Site Administration area, selecting the Settings tab will surface a summary of the most important site settings. Clicking each heading will direct you to the applicable Site Settings page for further details.
Beneath the summary, the Site Settings menu will be further divided into three main management categories:
Utilities
- Email Broadcast: Send emails to a group of panelists or administrators on your site.
- Message Templates: Create message templates which can be used to quickly send email messages or when commenting on discussions and activities.
- Agreements: Create and manage agreements for your site that users must agree to before accessing your site. (i.e. privacy agreements, terms of use, etc.).
- Site Log: Review important actions and statuses related to bulk imports, SSO and recent video usage minutes.
- Subscription: Find all of the information for your license(s), including Participant and Administrator Access dates and available video minutes.
Configuration
- Basic Settings: Configure basic settings for your site, such as the Site Name, Site Description, and International Settings.
- Account Settings: Configure panelist account fields, password rules, password authentication, as well as other account privacy and security settings.
- Privacy Settings: Configure the default visibility of each user role on the site.
- Site Appearance: Customize the look and feel of your site by uploading your logo, selecting backgrounds and customizing site colours.
- Email Settings: Configure all of the settings for email broadcasts and notifications, such as sending email address, notification frequency, and email footer.
- Site Notices: Customize important notices that may be shown to your panelists when various events occur.
Integrations
The Integrations section houses features that require technical setup and testing before use. You will only be able to access additional add-on Integrations, such as Single Sign-On, if you have purchased it. Please contact us if you'd like to learn more about any of these features.
- Webhooks: Signal external applications when an event occurs in Recollective.
- Access Keys: Various integrations with Recollective will require the use of Access Keys as a form of authentication. Multiple access keys can be defined.
- Single Sign-On: Single Sign-On (SSO) can be used to automate account creation, account updates and user authentication with another site. This utility demonstrates how SSO Login URLs are to be generated.
- Qualtrics: Map Qualtrics survey questions to profile fields and segments within the platform to onboard qualified respondents and their profile data in real time.