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Setting Up Your Company Profile (Admins)

Billy Dowell Updated by Billy Dowell

Set up your company profile in Great Question

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.

Only users with Admin level permissions can change company settings.
As a starting point for all of these steps, click on your name in the top left corner of the screen and select Settings.
  1. Click Profile under your account name.
  2. Click Upload Logo.
  3. Select your logo from the file browser and click Open.
    1. You will see the file name shown to the right of the upload button.
  4. Click Update Account at the top of the page to apply the logo.
We recommend an image that is 512 pixels wide and transparent in PNG format. To change your logo, repeat the steps above. Steps are also found here.

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 Profile under your account name.
  3. Select the preferred attributes from the two dropdown lists.
  4. Click Update Account at the top of the page.

Adding team members to your account

  • You can find more information on adding more users here.
  • Also review the steps below for Enabling workspace access and other member settings.

Enabling workspace access and other member settings

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

  1. Navigate to your account settings.
  2. Click Members.
  3. Click Settings.
    1. Changes to the settings below are saved automatically for this page.
  4. Enable Workspace access, so user who sign up at Great Question without an account invitation from another member are redirected to join your workspace.
  5. Review the Visibility of candidate PII setting.
  6. Review the Visibility settings for artifact sharing.
  7. Review the Creating custom attributes setting.
  8. Enable the Registration methods you want your team members to be able to use.
  9. Consider enabling the requirement to have Admin approval to fund studies under Role configuration.

AI Preferences (Beta)

Decide on whether you want to use AI features.

  1. Navigate to your account settings.
  2. Review the settings details.
  3. Toggle Enable AI suggestions on your account.
  4. Review and accept the terms and conditions if you want to proceed.

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 with different corporate cards to fund incentives.

  1. Navigate to your account settings.
  2. Click Billing.
  3. Under Payment Method, click add payment method.
  4. Fill out card information.
  5. Click Update card.

Have Questions?

Please reach out to us in the chat or at [email protected]!

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Setting Up Your Personal Profile