preignition/program-user-docs
accessiblesurveys
  • TRAINING COURSE
    • Introduction
    • Session 1- Creating a new survey
    • Session 2- Adding accessibility options to a Form
    • Session 3- Translating a Form into different languages
    • Session 4- Sharing your survey using the Survey Editor
    • Session 5- Analysing your survey responses and exporting your survey data
  • TUTORIALS
    • Introduction to creating a new survey
    • Introduction editing a form
    • Introduction to testing a form
    • Introduction to publishing a form
    • Introduction to Easy Read
    • Introduction to Sign Language
    • Introduction to form logic
    • Introduction to the Customer Portal
  • GUIDANCE NOTES
    • Survey App
      • Creating a new survey
      • Form Editor
        • Structuring a form
        • Adding questions to a form
          • Text based questions
          • Choice based questions
          • Rating, Slider, Order and Range questions
          • Media based questions
          • Introduction to free text fields
        • Testing a form
        • Publishing a form
        • Introduction to form logic
        • Advanced form logic
        • Using tooltips
        • Using Markdown
        • Adding an accessibility menu
        • Form Behaviour
        • Image Library
        • Easy Read
        • Sign Language
        • Translate forms
        • Using import/ export to translate forms
        • Access rights for forms
        • Sharing options across multiple questions
      • Survey Editor
        • Editing a survey
        • Distributing your survey
        • Survey respondent accounts
        • Redirection after completing survey
        • Language settings for surveys
        • Creating alias survey links
        • Survey batches
        • Presenting surveys
        • Survey access rights
        • Survey terms- advanced
        • Publishing surveys
      • Analytics
        • Introduction to survey analytics
        • Exporting Survey Data
    • Customer Portal
      • Portal
        • Profile
        • Subscription
      • Team
      • My Profile
      • Users
      • Using labels
  • FAQ
    • Data privacy and security
      • Why and how do we collect data?
      • How do we protect data?
      • What is GDPR?
      • What rights do individuals have under GDPR?
      • What obligations do controllers have under GDPR?
      • What obligations do processors have under GDPR?
      • Where is data stored?
      • How can I ensure that my surveys GDPR compliant?
      • How to Write GDPR-proof Privacy Policy for your Surveys
    • What is the best image size, ratio and format?
    • How to use free text
      • Convenient Class for Accessible Surveys Free Text Field
      • CSS tokens available in Markdown Free Text
      • Web-components available in Markdown Free Text
      • Accessibility Modes
    • FAQ about the Form Editor
      • How do I resolve warnings when publishing a form?
      • How can I get feedback about my survey?
    • Guide to producing Accessible Surveys
      • Producing your survey in Plain Language or Easy to Read
      • Producing your survey in sign languages
    • FAQ about survey data and analytics
      • How do I ensure that the data in my CSV file is properly formatted?
  • Release Notes
    • Form Builder
      • import/export
      • Section Container
    • Process Builder
    • Reporting
    • Survey
  • API
    • survey
    • member
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  1. GUIDANCE NOTES
  2. Customer Portal

Portal

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Last updated 9 months ago

The Portal is where you can view and edit your organisations main account settings. You will want to restrict access to this part of the application

The following Guidance Notes are available and cover the heading which are available in the left hand menu:

  • Profile

  • Subscription

  • Account Holders

  • Teams

  • Apps

  • Authentication

  • Danger Zone

Screenshot showing the 'Portal' page. This will the default view when first entering the Customer Portal