Managing Your Account

If you have any queries about creating or managing a SmartSurvey account, then have a look at the topics on this page. If you can’t find what you’re looking for, then contact our team for assistance.

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• Copying or Transferring Themes to User Accounts
• Copying Contact Lists to User Accounts
• Transferring or Copying Surveys to User Accounts
• Setting Up Survey Permissions for Users
• Adding User Accounts
• Editing User Accounts
• Logging into User Accounts
• Amending Response Allowances for Users
• Increasing Your Account's User Allowance
• Password Policies
• Two-Factor Authentication
• Restricting account access by IP address
• Account Default Templates
• Sharing a Theme with Sub-Users
• Allowing Sub-Users to Share Surveys
• Giving User Management Rights to Sub-Users
• Disabling or Removing Users from a Team Account
• Allowing User Managers to Manage the Shared Question Library
• Subscription Options
• Monthly Responses Allowance
• Do you offer a one-time survey fee?
• Signing Up For a Free Or Trial Account
• Single-Sign-On (SSO)
• SSO Error codes
• Setup SSO on Active Directory Federation Services
• Setup SSO on Azure Active Directory
• Introduction to SSO feature
• Signing Up For a Free Or Trial Account
• Where to find Your Account Number
• API and Webhooks
• Custom Domains
• Unsubscribing from SmartSurvey Emails
• Deleting a SmartSurvey Account
• Changing Your Email, Password or Account Details
• Changing Your Email, Password or Account Details
• Password Policies
• Two-Factor Authentication
• Browser Compatibility
• Logging in to SmartSurvey
• Raising and Sending a Support Ticket
• GDPR Resources
• GDPR – Exercising Rights of Erasure or Access
• GDPR – Complying with requests from respondents
• GDPR - Removing Personal Data from Surveys
• IP Address Tracking
• Upgrading To A Paid Plan
• Changing Your Paid Plan
• Cancelling Subscriptions
• Auto-Renew
• Receiving Paper Receipts by Mail
• Parked Responses
• Your Billing Details
• Expired Cards and Missed Payments
• Automatic Payments and Manual Invoicing
• Downgrading and Existing Surveys
• Viewing and Managing Surveys
• Using Folders to Organise Surveys
• Creating and Managing Survey Folders
• Securing Surveys Using https / SSL
• Finding and Correcting Insecure Content in Surveys.
• Introduction to SSO feature
• Setup SSO on Azure Active Directory
• Setup SSO on Active Directory Federation Services
• SSO Error codes