Account & Settings

User Roles and Permissions

Understanding the difference between admin, creator, and observer roles.

Billy Dowell
Updated by Billy Dowell

Candidate Eligibility Settings

How to set eligibility for contact preferences for your customer panels.

Billy Dowell
Updated by Billy Dowell

Data Retention

Data Retention in Great Question.

Billy Dowell
Updated by Billy Dowell

Plan and Billing Settings

Adding payment methods, VAT IDs, downloading invoices, and more.

Billy Dowell
Updated by Billy Dowell

How to Add Team Members to Your Account

All about invites, changing permissions, and more.

Billy Dowell
Updated by Billy Dowell

Adding a Custom Consent Form to an Account

How to add custom pdf consent forms or NDAs to your account.

Billy Dowell
Updated by Billy Dowell

Great Question's Security Credentials

Here are the Great Question security credentials.

Billy Dowell
Updated by Billy Dowell

Is Great Question GDPR/CCPA compliant?

Great Question is GDPR and CCPA compliant.

Billy Dowell
Updated by Billy Dowell

Custom Branding

Customize your participant experience by changing logo placement and content color to match your company's brand.

Billy Dowell
Updated by Billy Dowell

Change Your Company Logo

Add or change your company logo.

Billy Dowell
Updated by Billy Dowell

All about data processing agreements (DPAs)

Everything you need to know about our DPAs.

Billy Dowell
Updated by Billy Dowell

How do I cancel my account?

How to cancel your Great Question account. We're sad to see you go!

Billy Dowell
Updated by Billy Dowell

Great Question Teams

Set up Teams of people that regularly work together to organize your studies, and govern candidate contact access by Teams as needed.

Billy Dowell
Updated by Billy Dowell

Permissions

Permissions. Learn how permissions work in Great Question and how Admins can control access, authentication, and feature visibility across the workspace. What are Permissions? Permissions in Great Qu…

Gina Romero
Updated by Gina Romero

Authentication Methods

Authentication Methods. If you're looking to specify which authentication methods can be used for accessing your workspace, follow these instructions below! Only Admins can update these settings. Aut…

Gina Romero
Updated by Gina Romero

Migrating from Dovetail to Great Question

Migrating from Dovetail to Great Question. Switching from Dovetail is more than a data transfer. It is an upgrade to a platform built for the entire research workflow. Our migration service protects…

Gina Romero
Updated by Gina Romero

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