Settings

Organization-wide configuration: your business profile, team, plan, storage connection, support inbox setup, and survey branding. Each row on the Settings menu only appears if you have permission to use it.

How to update your personal account name

Open Settings → Account. This also lists every organization you belong to and which one is currently active.

How to update your organization's business profile

Open Settings → Business. Fields: organization name (required), legal name, contact email/phone, address, and registration number.

How to change your organization's currency

Same Business settings page — pick from the list of supported currencies.

How to customize survey branding

Open Settings → Branding. Set a logo URL and a brand color (as a hex code) — these appear on the public-facing survey response page your recipients see.

How to view or change your plan

Open Settings → Billing.

How to connect document storage

Open Settings → Storage.

How to manage inbox (support) settings

Open Settings → Inbox.

How to manage team members

Open Settings → Members — invite, revoke an invite, change a role, or remove a member.

How to accept or decline an organization invitation

Open Settings → Invitations — invites sent to your email address across any organization.