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 Locations Step 2: On the Location page, click Add New Location Step 3: Here you ...
Re-assign a Testimonial
If you need to re-assign a testimonial to a different user, please follow these steps: Please note: The testimonial needs to be unpublished before reassigning. How to Unpublish a Testimonial Step 1: From the Dashboard, click on Testimonials in the ...
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 Team Management page, ...
Send Welcome Email to Users from Dashboard
Send Welcome Email to Users from Dashboard As the Admin or as a 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: 1. Locate ...
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 can manage all users within your organization, including modifying user details, adding new users, and deleting accounts when necessary. Access the User Administration Page Step 1: From the Dashboard, go to Management ...