Admins and Managers
How to Add Locations
As an Admin of an account you can create Locations if you have more than one office location. Step 1: Select Management from the left-hand side Navigation Bar and then Teams Step 2: On the Location page, click Add Location Step 3: Here you will add ...
Re-assign a Testimonial
If you need to re-assign a testimonial to a different user, please follow these steps: Step 1: From the Dashboard, click on Testimonials in the Navigation Bar and then Manage Testimonials Step 2: The Manage Testimonials page will open. Scroll down ...
How to Add Teams
As an Admin of an account you can create Teams so that more than one agent can request and receive survey and testimonial feedback. Step 1: Select Management from the left-hand side Navigation Bar and then Teams Step 2: On the Teams page, click Add ...
Send Welcome Email to Users from Dashboard
As the Admin or Manager of a Location(s), you can send a Welcome Email directly from your dashboard, which will include your Users login information. To do this, please follow the steps below: Step 1: Locate the Management - User page from the ...
Finding Your Testimonial Tree API Key
Getting your Testimonial Tree API authentication key is a simple 3-step process: Step 1: From the Main Admin Account Dashboard, click Management on the left-hand side navigation menu and then select API: Step 2: On the API Information page, click ...
Modify, Add, or Delete Users
With an enterprise account, you're able to manage all the users in your account. Step 1: To access your users, from the Dashboard go to Management in the left-hand side Navigation Bar and then Users Step 2: The User Administration page will open and ...