Watch Video in FullscreenManage your account settings and maximize the platform experience for users at scale.
All platform users are assigned various roles. Roles determine the menu features are available, the locations you can access, and the permissions within administrative settings. You can access administrative settings from the Settings icon in the top, right corner of the platform:
Depending on your own role and the features enabled for your tenant, the following administrative settings may be available:
| Name | Description |
|---|---|
| My Account | Settings for your profile: General Information (authorized locations) and Notifications (email, summary). |
| General Settings | Settings for your company profile: Company Information, Logos, Filters, Messaging, and API. |
| Locations | Settings for each location: General Information, Pages, Logos, Competitors, Kiosk, Messaging, and Syndication. |
| Users | Settings for additional users in the tenant. |
| Roles | Settings for groups of permissions that apply to user profiles, including Notifications. |
| Actions | Settings for the Actions solution: Queues, Tags, Stages, Escalations, Ticket Types, Type Configurations. |
| Automation | Settings for automation rules for ticket configuration: Queues, Tags, Stages, Escalations, Ticket Types, Type Configurations. |
| Credentials | Location level credentials or connections to third-party sites for responding to reviews, posting social content, and automatically updating business listings from within the platform. |
| Data Protection | Manage consumer requests for deletion of personal data with accordance to the California Consumer Privacy Act (CCPA) and/ or the EU's General Data Protection Regulations (GDPR). |
| Kiosk | Settings for kiosk-enabled systems. |
| Link Tracking | Define and publish custom UTM tracking parameters for your sites. |
| Listings | Settings for supported and correctable source sites. |
| Imports | Manage data for listings profiles from spreadsheet import. |
| Listings | Settings for listing: Sources, Category Mappings, Listings Extraction. |
| Macros | Settings for macros that are available in Introduction and Signature drop-downs of the response window. |
| Managed Services | Manage preferences for managed review response services by sentiment (Negative, Neutral, and Positive). |
| Pages | Manage pages settings for: Index Pages, Group Pages, Media Library, Redirects, and Report Generator. |
| Reports | Settings for reports: Permissions, Overview, NPS Configuration. |
| Requests | Settings for review or survey requests: Survey Protection Options, Re-Survey Templates, SMS Opt-In, Sources, Unsubscribed Users. |
| Social | Manage default campaign preferences. |
| Sources | Status and capabilities for your enabled sources. |
| Suggested Responses | Manage sources for suggested responses. |
| Syndication | Manage settings for publishing reviews to supported sites. |
| Template Permissions | Manage template permissions for: Custom Dashboards, Custom Reports, Review Requests, Survey, System Dashboard, and System Report. |
| Widgets | Settings for managing widgets for Reputation Reviews, Reputation Score, Reputation Summary, or Reputation Surveys. |