Introduction

The settings page contains most of the organizations customizations and important information, for example the privacy policy and theme colours, both of which are automatically copied across your surveys.

To get into your organization's settings, click on your profile in the top right corner to open the drop-down menu. From there, click Settings.

Settings page

Navigating through the settings page can be done with the tabs that below the header.

Basic settings

The default page which opens after you enter the settings contains the most basic (and to some degree, most important) information. Here you can set your company info, public profile, and privacy policy.

The privacy policy is especially important, as it is automatically shown in your surveys when collecting testimonials and personal information.

trustmary settings settings

Users

Under the Users tab you can add or remove users from your organisation, and assign them to roles (User or Owner). The difference between these roles is that only Owners can access the settings of the organisation.

Accounts

In the accounts tab you can add your social media account names.

Theme

From the theme tab you can set a font, choose colours, and select a style for your surveys. These settings are copied universally to all your new surveys to make it a bit easier to have your surveys match your branding.

In the paid plans it is also possible to hide Trustmary's branding on the widgets.

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