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Setting Up Your Company Profile
Set up and personalize your company profile.

Setting Up Your Company Profile

Updated on
July 26, 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. Click Company Profile.
  2. Click Upload Logo.
  3. Select your logo from the file browser and click Open.
  4. Click Update Account.

Note: We recommend an image that is 512 pixels wide and transparent, in PNG format. To change your logo, repeat the steps above.

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 location. To set and/or change these identifying attributes:

  1. Navigate to your account settings.
  2. Click Company Profile.
  3. Select the preferred attributes from the two dropdown.
  4. Click Update Account at the bottom of the page.

Note: You can also change the attributes from the Candidate Attributes page, and click Edit at the top.

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. Click Team.
  2. Click Settings.
  3. Enable Workspace access so folks who sign up at Great Question without an account invitation from another member are redirected to join your workspace.
  4. Enable the Registration methods you want for your team members to be able to use.
  5. Consider enabling the requirement to have Admin approval to fund studies under Role configuration.

Adding payment methods

Within Billing, 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.

  1. Click Billing.
  2. Under Payment Method, click add payment method.
  3. Fill out card information.
  4. Click Update card.

More information about Billing can be found here.

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