You can create your own organization or receive an invitation to join another user’s organization.
To access the organization settings, first click your profile picture in the top right corner and then select Organization Settings. In the Organization Profile tab, you can name the organization and edit account details under Properties. This information can be used in, for example, invitation messages and survey social media sharing settings. In the smaller menu on the left, you can edit the organization’s image and name, view organization members, and access license details.
In the Email configuration section, you can edit the email address used for sending survey invitations to respondents. You can modify the sender’s address and the forwarding address by selecting Edit. The default email domain is @zeffimail.com, but you may use your own domain by contacting Zeffi Support (support@zef.fi) or another contact.
In the Beta Features section, you can enable and disable various beta features. Only the organization owner can modify these settings. Beta features are new, experimental functionalities that may contain bugs. We encourage you to try them out and report any issues!
People
In the People tab, you can manage users and their permissions. Users can have different levels of access within the organization. Detailed information about user roles can be found in the User Roles article. You can access this tab from the menu at the top of the Organization Settings page. From this tab, you can change a user’s permissions via the button next to their name, remove yourself from the organization under your own name, and remove other users from the organization.
HINT! If you have sent an invitation to your colleague, please ask him or her also to check the email's spam folder.
Licenses & Billing
The Licenses & Billing tab allows you to manage the organization's license. Here, you can edit the organization’s license, purchase additional contacts, responses, and text messages. For text messages, you can also enable automatic refill, which allows the system to automatically purchase more messages when they run out. On this page, you can also modify available billing methods and view the organization’s billing history.
Integrations
On the Integrations tab, you can view available integrations in Zeffi, review active integrations, and create new developer credentials for API use. For more details about integrations, see the Integrations section in the Help Center.