Account Management & Settings

Effectively manage your OpinioAI account to maximize your research productivity and ensure smooth collaboration with your team.

Overview

Your OpinioAI account provides centralized management for:

• User Profile: Personal information and preferences
• Team Management: Invite and manage team members
• Billing & Subscriptions: Monitor usage and manage payments
• Organization Settings: Configure platform preferences
• Security & Privacy: Manage access and data protection
• Integration Settings: Connect with external tools and services

Account Setup

Initial Account Configuration

Profile Setup

Complete your profile for better collaboration:

• Personal Information: Name, email, job title, company
• Profile Picture: Upload a professional photo for team recognition
• Contact Preferences: Set communication and notification preferences
• Time Zone: Configure for accurate scheduling and timestamps
• Language: Select your preferred interface language

Organization Setup

Configure your organization settings:

• Organization Name: Set your company or team name
• Industry: Select your primary industry for relevant templates
• Company Size: Specify organization size for appropriate features
• Research Focus: Indicate primary research areas and interests
• Branding: Upload logos and customize interface colors (Enterprise)

Security Configuration

Password Management

• Strong Passwords: Use complex, unique passwords
• Password Updates: Change passwords regularly
• Two-Factor Authentication: Enable 2FA for enhanced security
• Recovery Options: Set up account recovery methods
• Session Management: Monitor and manage active sessions

Access Controls

• Login Monitoring: Track login attempts and locations
• Device Management: Manage authorized devices
• API Access: Configure API keys and permissions (if applicable)
• Data Export: Set up data backup and export preferences
• Privacy Settings: Configure data sharing and privacy options

Team Management

Adding Team Members

Invitation Process

1. Navigate to Team Settings: Access team management from account settings
2. Send Invitations: Enter email addresses and select roles
3. Set Permissions: Configure access levels for each member
4. Custom Message: Add personalized invitation messages
5. Track Status: Monitor invitation acceptance and onboarding

Role-Based Access

• Owner: Full administrative access and billing management
• Admin: User management and organization settings
• Researcher: Full research capabilities and persona management
• Viewer: Read-only access to research and results
• Custom Roles: Define specific permission sets (Enterprise)

Team Collaboration

Shared Resources

• Persona Libraries: Share personas across team members
• Questionnaire Templates: Collaborate on survey development
• Research Projects: Work together on studies and analysis
• Segment Collections: Share demographic and psychographic segments
• Report Templates: Standardize reporting across the team

Collaboration Features

• Comments and Notes: Add context and feedback to research
• Version Control: Track changes and maintain research history
• Real-time Collaboration: Work simultaneously on projects
• Notification System: Stay updated on team activities
• Activity Feeds: Monitor team research and progress

Permission Management

Access Levels

• Research Creation: Who can create new studies and questionnaires
• Persona Management: Who can create and edit personas
• Data Access: Who can view and export research data
• Billing Access: Who can view and manage billing information
• Team Management: Who can invite and manage team members

Resource Sharing

• Public Resources: Available to all team members
• Private Resources: Restricted to specific users
• Project-Based: Shared within specific research projects
• Department-Level: Organized by team or department
• External Sharing: Share with clients or partners (Enterprise)

Billing & Subscriptions

Plan Management

Subscription Tiers

• Starter Plan: Individual researchers, basic features
• Professional Plan: Small teams, advanced features
• Enterprise Plan: Large organizations, custom solutions
• Academic Plan: Educational institutions, special pricing
• Custom Plans: Tailored solutions for specific needs

Plan Features Comparison

• Response Limits: Monthly response allowances
• Team Size: Number of team members included
• Advanced Features: Access to premium capabilities
• Support Level: Priority support and onboarding
• Integration Options: Third-party tool connections

Usage Monitoring

Response Tracking

• Monthly Usage: Track responses used vs. plan limits
• Historical Data: View usage patterns over time
• Project Breakdown: See usage by research project
• Team Usage: Monitor individual team member usage
• Overage Alerts: Notifications when approaching limits

Cost Management

• Budget Tracking: Monitor spending against budgets
• Usage Forecasting: Predict future usage and costs
• Cost Allocation: Assign costs to departments or projects
• Billing Alerts: Notifications for billing events
• Invoice Management: Access and download invoices

Payment & Billing

Payment Methods

• Credit Cards: Visa, MasterCard, American Express
• Bank Transfers: ACH and wire transfer options
• Purchase Orders: Enterprise procurement processes
• Invoicing: Net terms for qualified organizations
• Multi-Currency: Support for international payments

Billing Cycles

• Monthly Billing: Pay monthly for flexibility
• Annual Billing: Save with annual commitments
• Custom Cycles: Quarterly or other arrangements (Enterprise)
• Prorated Charges: Fair billing for plan changes
• Automatic Renewal: Seamless subscription continuation

Platform Settings

Research Preferences

Default Settings

• AI Model Selection: Choose preferred AI models for research
• Response Quality: Set quality thresholds for responses
• Language Settings: Configure multi-language support
• Template Preferences: Set default questionnaire and persona templates
• Export Formats: Choose preferred data export formats

Quality Controls

• Response Validation: Enable automatic quality checks
• Bias Detection: Monitor for potential biases in research
• Consistency Monitoring: Track persona response consistency
• Statistical Thresholds: Set confidence levels and sample size requirements
• Review Workflows: Configure approval processes for research

Integration Settings

Third-Party Connections

• Analytics Platforms: Connect to Google Analytics, Adobe Analytics
• Survey Tools: Integrate with Qualtrics, SurveyMonkey
• CRM Systems: Connect to Salesforce, HubSpot
• Data Warehouses: Export to Snowflake, BigQuery
• Reporting Tools: Connect to Tableau, Power BI

API Configuration

• API Keys: Generate and manage API access keys
• Webhooks: Set up real-time data notifications
• Rate Limits: Configure API usage limits
• Authentication: Set up OAuth and other auth methods
• Documentation: Access API documentation and examples

Notification Settings

Email Notifications

• Research Completion: Alerts when studies finish
• Team Activity: Updates on team member actions
• Billing Notifications: Payment and usage alerts
• System Updates: Platform updates and maintenance
• Security Alerts: Login and security notifications

In-App Notifications

• Real-time Updates: Instant notifications within the platform
• Activity Feeds: Stream of team and research activity
• Task Reminders: Alerts for pending actions
• Collaboration Alerts: Notifications for comments and shares
• System Messages: Important platform announcements

Data Management

Data Privacy & Security

Data Protection

• Encryption: Data encrypted in transit and at rest
• Access Controls: Role-based access to sensitive data
• Audit Logs: Track all data access and modifications
• Data Retention: Configure data retention policies
• Compliance: GDPR, CCPA, and other regulatory compliance

Privacy Controls

• Data Anonymization: Remove personally identifiable information
• Consent Management: Track and manage data usage consent
• Right to Deletion: Process data deletion requests
• Data Portability: Export data in standard formats
• Privacy Policies: Access and understand data usage policies

Data Export & Backup

Export Options

• Research Data: Export survey responses and analysis
• Persona Libraries: Backup persona definitions and characteristics
• Project Archives: Complete project exports with all assets
• Usage Reports: Export billing and usage data
• Audit Trails: Export activity and access logs

Backup Strategies

• Automatic Backups: Regular platform backups
• Manual Exports: On-demand data exports
• Version Control: Maintain historical versions of research
• Disaster Recovery: Data recovery procedures and timelines
• Data Migration: Support for moving data between systems

Support & Resources

Getting Help

Support Channels

• Help Center: Searchable knowledge base and documentation
• Live Chat: Real-time support during business hours
• Email Support: Detailed assistance for complex issues
• Phone Support: Direct phone support (Professional and Enterprise)
• Community Forum: Peer support and best practice sharing

Support Levels

• Starter: Email support and knowledge base access
• Professional: Priority email and chat support
• Enterprise: Dedicated support team and phone access
• Premium: 24/7 support and dedicated success manager
• Custom: Tailored support arrangements

Training & Onboarding

Learning Resources

• Video Tutorials: Step-by-step feature demonstrations
• Webinar Series: Regular training sessions and best practices
• Documentation: Comprehensive guides and references
• Case Studies: Real-world examples and success stories
• Best Practices: Research methodology and platform optimization

Onboarding Programs

• Self-Service: Guided tutorials and interactive walkthroughs
• Assisted Onboarding: Dedicated onboarding specialist
• Team Training: Group training sessions for organizations
• Custom Training: Tailored training for specific use cases
• Certification Programs: Formal training and certification

Best Practices

Account Security

1. Strong Authentication: Use complex passwords and enable 2FA
2. Regular Reviews: Periodically review team access and permissions
3. Activity Monitoring: Monitor account activity for unusual patterns
4. Software Updates: Keep browsers and devices updated
5. Secure Networks: Use secure, trusted network connections

Team Management

1. Clear Roles: Define clear roles and responsibilities
2. Regular Training: Provide ongoing training and support
3. Resource Organization: Maintain organized libraries and templates
4. Communication: Establish clear communication protocols
5. Performance Monitoring: Track team productivity and usage

Cost Optimization

1. Usage Monitoring: Regularly review usage patterns and costs
2. Plan Optimization: Ensure your plan matches your needs
3. Resource Sharing: Maximize shared resources and templates
4. Efficient Research: Design efficient studies to minimize costs
5. Budget Planning: Plan research budgets and track spending

Data Management

1. Regular Backups: Maintain regular data backups and exports
2. Quality Control: Implement quality checks and validation
3. Documentation: Document research processes and decisions
4. Compliance: Ensure compliance with relevant regulations
5. Privacy Protection: Protect sensitive data and respect privacy

Ready to optimize your OpinioAI account? Configure your settings and start maximizing your research productivity!