Account Administrators

An Account Administrator is a specific type of user within SurveyGizmo and has administrative capabilities that general SurveyGizmo users do not.

By default, each SurveyGizmo account has one Account Administrator.

How do I know if I am an Account Administrator?

If you have a SurveyGizmo | CE account, the user that purchased the account is the Account Administrator.

For a SurveyGizmo | Enterprise Account, the simplest option is to access your Account menu when logged into SurveyGizmo. An Account Administrator has access to several menu options (depending on License) that a general user cannot access (highlighted below).

Under Account > Summary admins will have the Account Overview, Account Defaults, Look and Feel, and Security options:

Several options under Account > Summary accessible to admins only

SurveyGizmo | Enterprise Admins will also have access to User Management under the Account menu.

Account > User Management will be accessible to admin users

Admins will also have access to Billing under the Account menu.

Account > Billing will be accessible to admin users

Finally, admins will have access to a number of things under the Integrations menu that non-admin users do not.  

Several options under the Integrations will be assessible to admin users only

If you are an Account Administrator on a SurveyGizmo | Enterprise account and want to determine whether your account has additional admins, you can view this information under Account > User Management > Users. Admin users are indicated by the star symbol on the main user screen.

Administrative permissions are indicated with a star

If you have purchased additional admin seats, you can assign admin privileges to an existing user by clicking on the user and selecting Account Admin under Permissions.

What can Account Administrators do?

There are a number of tasks and options that only Account Administrators have access to. These are listed below.

Update Account Contact and Billing Information

Account Administrators can update account contact and billing information if needed. Learn more here.

Add and Manage Licenses and Users

Within SurveyGizmo | Enterprise accounts, Account Administrators can purchase and manage user licenses. Admins can also add new users and manage user permissions (depending on Plan level).

Create and Manage Email Lists

Email Lists are available to Account Admins via the Account menu. Here, admins can upload and manage contact lists for recurring use in Email Campaigns.

Pay and Manage Invoices

Via Account > Billing, Account Administrators can pay, download, print, or email invoices. Learn more here.

Configure Integrations

Admins can connect their SurveyGizmo accounts to external applications such as Salesforce, LMS, Salesforce Marketing Cloud, Stripe, Google, Custom Email Settings (SMTP, DKIM & SPF) and more (Integrations available are dependent on plan level).

Manage Account Settings

Account Administrators have access to a number of account settings such as setting up Branded Subdomains, Private Domains, or Intercept Beacons. They also have the ability to manage and restrict API access.

Download a List of All Projects

Via the SurveyGizmo Dashboard, Account Administrators can download a list of all surveys on the account.

Delete Folders

Only Account Administrators can delete folders from the SurveyGizmo home page.

Permanently Delete Data

Account Admins are able to permanently delete:

Configure a Data Retention Policy (DRP)

Within SurveyGizmo, the Data Retention Policy (DRP) Settings allow Account Administrators to specify how long survey responses should be retained.

Approve Survey Transfers

Account Administrator approval is required to transfer surveys between SurveyGizmo accounts, as well as for permanent deletion of data.

Revoke Other Users' Ability to Grant Support Access

Users must grant access to SurveyGizmo Support Staff before support can access their SurveyGizmo Account. Account Administrators can revoke this ability for other users on their account.

User Data Fields & Questions

Only Account Administrators can configure User Data Fields for their account. They are also able to add User Data questions to a survey to utilize the created data fields.

Change Account Administrator Email

You may at times need to update the email address associated with the Account Administrator. You have several options for this. Learn more  about changing your Account Administrator .

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