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Set up your company profile
Set up your company profile

Set up your company profile

Updated on
March 14, 2022

Setting the groundwork for your team's workspace is critical to enable the success of your research operations.

Plus, it keeps everyone on the same page and organized. So follow these steps to lay that beautiful foundation.

As a starting point for all of these steps, click on your name in the bottom left corner of the screen, and select Account.

*Please note only users with Admin level permissions can change company settings.

Add your company logo

  1. From your account page, select Company profile.
  2. Click Upload logo.
  3. Select a square version of your company's logo.

Set the primary and secondary attributes for your panelists

Primary and secondary attributes are used to identify users within your account. These are the main traits that our system will use to track and store users—much like your email address is the main identifier in your email system.

You may want to use the candidate's company as their primary attribute, or their email address. To set and/or change these identifying attributes:

  1. From your account page, select Company profile.
  2. Under the Primary Candidate Attribute and Secondary Candidate Attribute, use the drop down to select the attributes you want to use.
  3. Please note that if you want to use a custom attribute, it must already exist in your company's attributes database.

Enabling workspace access and other team settings

To make it easy for folks at your company to join your Great Question workspace, consider these steps.

  1. Select Members from your account page.
  2. Select Settings
  3. Turn on workspace access so folks who sign up at Great Question without an account invitation from another member are redirected to join your workspace.
  4. Select the registration methods you want to enable for your team members.
  5. Consider toggling on the requirement to have Admin settings to fund studies.

Adding payment methods

From the Billing tab on the lefthand toolbar, you can add multiple credit cards to your company's account. This is helpful if you have different teams using Great Question that have different corporate cards to fund incentives.

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