> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.trustmary.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Account settings # Account settings Account settings is where you configure everything that applies to your whole Trustmary organization: its name and default language, privacy and GDPR options, who has access, your brand look, sending addresses, developer integrations, and notifications. Click the cogwheel icon in the navigation bar on the left to open the settings area, then use the **Account settings** menu. ![The cogwheel opens Account settings; the profile icon below it opens User settings.](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/01-navigation_d75pom.png =116x320) The menu has seven pages: | Page | What you set there | | [Company](#2-company) | Organization name, website URL, default language, description | | [Privacy](#2-privacy) | Privacy policy URL and GDPR-compliant consent | | [Users](#2-users) | Who can log in to the organization, and with which role | | [Theme](#2-theme) | Logo, primary color, font, branding options | | [Email](#2-email) | Sender addresses, domain verification, reply-to address | | [Developers](#2-developers) | Trustmary tag, API keys, webhooks | | [Notifications](#2-notifications) | Who gets notified and when | Below the **Account settings** group there is a separate **User settings** group, which holds settings for your own account rather than the organization. It also opens on its own from the profile menu at the bottom left. The two groups are the quickest way to tell the scope of a setting: everything under Account settings applies to the whole organization and everyone on it, while User settings affects only you. > Each page saves separately. Changes take effect only after you click **Save** on that page. --- ## Company ![](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/01-company_13afow8.png =1000x546) | Field | Notes | | **Company name** | Your organization's name inside Trustmary. | | **Organization website URL** | Your main site, e.g. example.com. | | **Language** | Sets the **default language of features, e.g. surveys**. Changing it does not translate content you have already created. | | **Company description** | A short description of your organization. | Click **Save** when you are done. --- ## Privacy ![](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/02-privacy_11pldu8.png =1000x507) **Privacy policy URL** – the link to your own privacy policy. Point this at your real policy page, for example https://www.example.com/privacy-policy/. **GDPR Compliance → Enable GDPR-compliant consent** – when this is checked, respondents are asked for consent before their answers are collected, and your privacy policy URL is shown to them. Keep it enabled if you collect personal data from respondents in the EU. --- ## Users ![](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/03-users_c69fa0.png =1000x560) This page lists everyone who can log in to your organization. The heading shows how many seats are in use, for example **Users (2/1000)**. Each row shows: * **Email** – the user's login address * **Status** – e.g. *Active* * **Role** – **Admin** or **User**, selectable from the dropdown * **Delete** – removes the user's access ### Adding a user 1. Type the person's email address in the **Add user's email address** field. 2. Click **+ Add user**. 3. The user appears in the list and can then set up access with that email address. ### Changing a role Open the **Role** dropdown on the user's row and pick the new role. --- ## Theme ![](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/04-theme_van0tg.png =1000x962) Theme controls how your surveys and widgets look. ### Theme * **Company logo** – upload the logo shown in surveys and widgets. Use the icon at the end of the row to remove the current file. * **Primary color** – the main brand color, as a hex value such as `#1a3d6d`. Use the picker or type the hex code. **Restore default color** returns it to the Trustmary default. * **Get logo & colors from website** – fetches your logo and colors automatically from the website URL set on the [Company](#2-company) page. A fast way to get close, and you can fine-tune afterwards. ### Fonts **Default font** – choose the font used in surveys and widgets. The option **Apply from Website** inherits the font from the page the widget is embedded on. Note the limitation shown in the option itself: **it does not work with iframe** embeds, because the widget cannot read the styles of the parent page there. Choose a specific font instead if you embed via iframe. ### Advanced settings | Option | Effect | | **Remove Trustmary branding from widgets** | Hides the Trustmary mark in embedded widgets. | | **Remove Trustmary branding from surveys** | Hides the Trustmary mark in surveys. | | **Don't generate star scores from NPS** | *"Survey NPS responses won't be shown as star reviews in widgets."* Enable this if you do not want NPS answers converted into star ratings. | Click **Save** at the bottom of the page. --- ## Email ![](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/05-email_1lq48zy.png =1000x793) ### Senders The addresses Trustmary can send survey invitations from. The table shows the sender **Name**, **E-mail**, whether it is the **Default**, and its **Verification** status. * Click **+ Create new** to add a sender. * A sender must show **VERIFIED** before it can be used. * One sender is marked **DEFAULT** and is used when nothing else is chosen. ### Domain verifications Verifying your domain lets invitations be sent from your own domain instead of a Trustmary address, which improves deliverability. 1. Pick your domain from **Choose domain**. 2. Click **Begin verification**. 3. Add the DNS records Trustmary gives you to your domain's DNS settings. Until this is done, the section shows **No domain verifications.** The **How to verify your domain** link opens the detailed instructions. > DNS changes can take a while to propagate before verification succeeds. ### Survey invitations reply to address If the respondent responds to the survey invitation with an email it will be sent to this address. Set this to an inbox someone actually monitors — respondents do reply to survey invitations, and those replies would otherwise go unread. Click **Save** in this section after changing it. --- ## Developers ![](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/06-developers_kcwne8.png =1000x1063) ### Trustmary tag The Trustmary tag is a small script that activates Trustmary on your website. 1. Click **Copy code**. 2. Paste it into the **``** element of your website. 3. **Visit your site to activate the installation** — the tag registers itself on the first page load. The **Read more** link opens the full installation instructions. ### API keys For connecting Trustmary to other tools (Zapier, Make, HubSpot, your own integrations). * **+ Add new** creates a key. Copy it immediately — the list only ever shows a masked version afterwards. * The table shows the key **name**, the masked key, and when it was **Created**. * **Remove** revokes a key. > Give each integration its own key and a descriptive name. Then you can revoke one integration without breaking the others. > Revoking a key takes effect immediately and any integration using it stops working. Check what a key is used for before removing it. ### Webhooks Webhooks push events from Trustmary to a URL of your choice in real time. * **+ Add new** creates a webhook. * The table shows the **Name**, which events it listens to (**All events**), the **Last status** returned by your endpoint, and when it was **Created**. * A **Last status** of `200` means your endpoint accepted the most recent delivery. Any other value means the delivery failed and is the first place to look when data is not arriving. --- ## Notifications ![](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/07-notifications_pbwdjj.png =1000x678) Control who on your organization gets notified and when. Toggle built-in alerts on or off and assign recipients, or create custom rules with specific conditions. The page has two groups, each with a master toggle in its header and an active count on the right (e.g. *2 of 2 active*). Turning the master toggle off disables every notification in that group. ### System notifications Built-in alerts. For each one you can toggle it on or off and click the **recipient(s)** link to choose who receives it. For example: * **Every Week** – a weekly summary email. * **When Widget view quota full** – an alert that your widget view quota has run out. Worth keeping on: widgets can stop displaying once the quota is used up. ### Customizable notifications Your own rules, written as a sentence: *when this happens, email these people*. Examples: * *When Source equals Google, send email to 2 recipients* * *When to survey [survey name] a new response is submitted, send email to 1 recipients* Tools on this page: * **Search notifications…** – filter by name or condition. * **All / Active / Paused** – filter by state, with a count on each tab. * **+ Create new notification** – add a rule. * Per row: the **toggle** pauses or activates the rule, the **pencil** edits it, and the **trash** icon deletes it. > Deleting a rule cannot be undone. If you only want to stop it for now, use the toggle to pause it instead. --- ## Frequently asked **What is the difference between Account settings and User settings?** Account settings apply to the whole organization and to everyone who can log in to it. User settings apply only to you — your own name, password and personal preferences. **The Save button is greyed out.** Save becomes active once something on the page has actually changed. If you have edited a field and the button is still grey, click outside the field first so the change registers. **I changed the Language setting but my existing surveys are still in the old language.** Language sets the *default* for newly created features. Existing surveys keep the language they were created with. **My chosen primary color looks unreadable in the widget.** That is what the light-color warning is about. Pick a darker shade for buttons and text; contrast matters more here than an exact brand match. **The font is not being applied to my widget.** If you selected **Apply from Website** and embed the widget in an iframe, it cannot read the parent page's styles. Select a specific font instead. **Invitations are not being delivered.** Check that the sender shows **VERIFIED** on the [Email](#2-email) page, and consider completing **Domain verification**. **A webhook is not delivering data.** Check its **Last status**. Anything other than `200` means your endpoint rejected or failed the delivery.