Page tree
Skip to end of metadata
Go to start of metadata

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:

My account

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.

Security Settings

 Click here for more details:

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:

Audit trail

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.

Support Access

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:

 

Registered Email Domains 

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 

 Click here for more details:

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.

 

 What files can be stored in Media Library?

Starting from May 15th, 2019, in order to minimize the risk of viruses and other malicious software being uploaded to our system, we are restricting the types of files that may be uploaded to the Media Library. All the files that have been uploaded previously will remain intact, but the upload of new files is now restricted to the following formats:

jpg, png, gif, pdf, bmp, svg, ttf, eot, woff, woff2, jpeg, docx, tif, csv, mp4, zip, doc, eps, mp3, xlsx, tiff, xls, pptx, html, htm, ico, wmv, psd, txt, ics, msi, ai, otf, mov, ppt, wav, msg, rar, wma, wmf, xcf, emf, oxps, jfif, xml, xlsm, m4v, pub, rtf, ipa, pdn, ini, avi, webm, php, thmx, xlsb, pspimage, css.

 How to add and manage items in Media Library?
To add a file to your Media Library click on the Upload button and select it on your computer. Once you choose a file, it will be uploaded right away. On the left pane of the library you can see all folders created in it. You can easily create more folders, rename them or delete by selecting and clicking on respective button above to keep your Media Library organized. Once you have uploaded a file to your Media Library, you can see its characteristics displayed on the third pane. From this pane you can edit the file name by simple clicking on the current name, editing it and hitting on the checkmark.
 Why don't I have an access to Media Library?
If your account is Multi-access or Multi-user type and you are not its administrator, you can be limited in access rights. If so, please contact your local account administrator to request rights for accessing and managing Media Library.
 How many images could be stored in Media Library?
You can store as many files there as Library's size allows. On the bottom left of the Media Library window a detailed statistics of used and free space is displayed so you could easily control the storage use.

 

 

  • 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.

 

 

  • No labels