It is possible to view and modify all of the necessary information and your account status from the My Account page.
To access My account page, log in to your account and click My account link on the top of the page:
There are three tabs available to access from this page:
Account Name By default your account name is the email address you entered while signing up and it can be changed from our side only. Please contact our Support Team to request this change if necessary.
Name, Company Name, Email Address, Phone You can view the information you entered into the corresponding fields while signing up.
Survey credits available Total amount of available credits
Credits available until The date when your subscription will be expired is indicated here.
Respondents total Here is given the total amount of respondents who completed your surveys.
Credits used by all surveys Here is given the total amount of credits that you have used working with all your surveys.
Credits needed to view remaining surveys Shows the amount of credits that should be available for viewing remaining surveys.
File storage space Shows usage of the provided space.
It is also possible to have an access to the following options:
Edit Profile Here you can modify your account details
Change password On this page you can change your password
Usage Report You can view the detailed account usage data within your account and export this data to Excel. The activity and usage data includes the number of surveys created, number of respondents participated in your surveys and other. Just click the Usage Report button from the My Account page and indicate the time interval to view the usage statistics.
Default contact manager Select default contact manager from the list of contact managers available. Selected contact manager list will be displayed by default when you switch to Contacts tab and pre-selected for survey launch and publishing on a Portal. Default contact manager can be changed at any moment.
This feature will become available once several contact managers have been created.
On the Security settings page, you can grant an access to your account for the Form.com/Key Survey support team, set a new report privacy by default, download audit trail log and add verified domain to your account.
The Security settings page is divided into four sections, each of them is described in detail below:
From this section, you can download an Audit trail log - an Excel spreadsheet that contains the information about the activity in your account during last 30 days.
In case of inactivity, the active session will expire and the user will be logged out after 40 minutes from the last recorded activity in the Audit trail log.
New Reports Privacy
To make sure that your collected data is distributed and reviewed by the appropriate audience, there is an option that allows you to define whether all reports should be created as private or public within your account.
To set your reports to be opened(public) by default, please select the respective option.
To grant an access to your account to our Support team, please click the Configure support access button:
Then select a time period you would like to open your account to Support for and click the Done button:
From this section you can add domains that will be used in "From" field for emails sent from our platform(i.e. email invitations, email alerts, notifications, tasks emails):
For more information on this functionality, please refer to this Help page.
Media Library allows you to store files that could be added in your form/survey and report items. It was designed to make it easier for you to upload, save, access and use stored files any time needed.
Media Library can be opened in multiple ways. Each time when you are trying to upload image as a Logo for a survey, Add image for an answer option or click on Insert image on WYSIWYG editor Media Library would pop-up. Also, there is a general access to it under the My Account -> Media Library.
- Images that were uploaded in your survey or report items before you started to use Media Library will not appear in it automatically.
- Default size of your library is set to 10 Mb but can be easily increased per request to your account representative.
- You cannot delete an image from Media library if it is used in any of your forms/surveys.
- Files of the following types are no longer supported: exe, json, ps1. If you store such files in your Media Library, please remove them.