Overview

SurveyAnalytica’s Account and Workspace Management provides comprehensive controls for managing your profile, organization, team members, security, billing, and workspace configuration. Access these settings from the navigation sidebar by clicking on your profile or navigating to Account.

Account Settings Navigation

The Account section is organized into several tabs accessible via the nav query parameter:

• Profile: Personal information and account preferences.
• Organization: Workspace and team management.
• Notifications: Notification preferences.
• Security: Password management, MFA settings, and active sessions.

Profile Management

Navigate to Account > Profile to manage your personal information:

• Display name: Your name as it appears across the platform.
• Email address: Your primary email used for login and notifications.
• Avatar: Upload a profile picture.
• Social links: Connect your social media profiles.
• Language: Set your preferred language. The platform supports multiple languages including English, French, Spanish, German, Hindi, Russian, and Italian.

Organization Management

Navigate to Account > Organization to manage your workspace and team.

Workspace Configuration

• Organization name: The name of your workspace or company.
• Branding: Upload logos and configure brand colors.
• Custom domains: Set up custom domains for survey distribution and white-labeling. The Domain Listing interface lets you add, verify, and manage custom domains.

Team Management

Invite and manage team members within your organization:

User Roles

• Owner: Full access to all features, billing, and organization settings. Can manage all team members and transfer ownership.
• Admin: Full access to all features except billing management and ownership transfer. Can invite and manage team members.
• Member: Standard access to surveys, campaigns, data, analytics, and conversations. Cannot modify organization settings or manage other users.

Inviting Team Members

1. Navigate to Organization settings.
2. Click Invite Member.
3. Enter the email address of the person to invite.
4. Select their role (Admin or Member).
5. Click Send Invitation.
6. The invitee receives an email with a link to join the workspace.

Managing Members

• Change role: Promote or demote team members between Admin and Member roles.
• Remove member: Remove a team member from the workspace.
• View activity: See recent activity for each team member.

Security Settings

Navigate to Account > Security to manage your account security:

Password Management

• Change your current password.
• Password strength requirements are enforced.

Multi-Factor Authentication (MFA)

Enable MFA for additional account security:

• Set up authenticator app (TOTP-based MFA).
• Generate and store backup codes.
• Manage MFA settings from the dedicated MFA Settings panel.

Active Sessions

View and manage your active login sessions:

• See all devices and browsers where you are currently logged in.
• View session details including IP address, browser, and last activity time.
• Revoke individual sessions to log out from specific devices.

Billing and Plans

Navigate to the Billing section to manage your subscription:

Subscription Plans

• View your current plan and usage limits.
• Upgrade or downgrade your subscription tier.
• Compare plan features and pricing.

Usage Monitoring

Track your platform usage against plan limits:

• Survey responses collected
• Campaign messages sent
• Data storage used
• ML training minutes consumed
• API calls made
• Vision API calls (for image tagging)

Payment Methods

• Add, update, or remove payment methods.
• View payment history and invoices.
• Download individual invoices for accounting.

Billing Address

Manage your billing address for invoicing purposes.

Invoices

Access detailed invoice history with individual invoice detail views showing line items, taxes, and totals. Invoices can be downloaded as PDF.

Receive Payments

If your surveys include payment questions (Stripe integration), configure your payment receiving settings:

• Connect your Stripe account.
• Configure payment processing settings.
• View payment collection reports.

Integrations Management

The Integrations tab within Account settings provides a centralized view of all connected integrations:

• View connected services and their status.
• Connect new integrations.
• Disconnect or refresh existing integrations.
• Manage OAuth tokens and API credentials.

RBAC (Role-Based Access Control)

SurveyAnalytica implements RBAC throughout the platform:

• Resource-level permissions: Surveys, campaigns, datasets, and analytics respect team membership — users only see resources belonging to their team(s).
• Team-based isolation: When a workspace has multiple teams, each team’s data is isolated. Team members can only access resources associated with their team.
• Admin overrides: Admins and Owners can access resources across all teams within the organization.
• API authentication: All API endpoints require JWT authentication. The backend validates both the user identity (uid) and their organization membership before granting access.

Workspace Data Governance

• Data retention policies: Configure how long data is retained before archival (per dataset).
• Archival policies: Set how long archived data is kept before permanent deletion.
• Data encryption: All data at rest is encrypted. Column-level encryption flags can be set in dataset schemas.
• Anonymization: Support for data anonymization flags at the column level for compliance with privacy regulations.