ClearlyRated helps B2B firms credibly differentiate themselves based on their service.
Sending a Password – Four options!
4. Send the following instructions to individual(s) who have been set up in the dashboard:
Pro Tip! You can select access for one of the above but can also cherry pick from the one higher options! Ex. Being a standard user but giving access to ‘manage contacts’ from Admin level.
Once the user has been created and reporting segments have been added. You can further customize the notifications that you want to receive. For example, in the picture below this user has access to Overall (which is a nice way of saying, everything!!) as well as access to “Sara Example”:
What’s really cool is you can either set up notifications in two different ways. Globally versus Individually.
By default, the notifications are setup “Globally”, meaning that for the reporting segment(s) that each user has access to, the following notification setting will be applied equally to everything they have access to. In the below example, this user would receive all detractor responses (0-6) as well as Shout Out notifications, Escalation emails and if an issue was updated for the “Overall” and “Sara Example” segments.
If you want to further customize the email notifications, setting those individually is going to be the way to go. In the example below, this user continues to have Overall access (meaning, they’ll see all the feedback in the dashboard), but their notifications have been customized to where this user will only be receiving Shout Out, Issue Changed and Escalation email notifications from the contacts that are associated to the Account Manager “Sara Example” in the survey.
Modifying user settings “Individually” allows each specific user to see the data in the dashboard you want them to access while receiving email notifications on what perhaps might be the highest priority for your company or that individual.