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Organization Settings

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About Organization Settings

The Organization Settings tab, found in the Admin page, allows you to view and manage options that apply to your whole license. From here, you can set up contact info, password parameters, logout redirects, and more.

Organization Settings page

Qtip: Any of the fields in any of the sections can be left blank.

General

The General section holds settings for emails, notifications, and contact information.

  • Self-Enrollment email notification: Specify the email address(es) that should receive a notification whenever a user self-enrolls. Multiple emails should be separated with a comma (e.g., “example1@email.com, example2@email.com”). Note that this setting only applies if you have opted to allow self enrollment for your license and your license does not use Single Sign-On (SSO).
    Qtip: If your license uses SSO and you’d like to receive email notifications when users self-enroll, please contact Qualtrics Support. Please note that if your license uses the SSO self-service feature, then you do not need to contact Qualtrics Support regarding self-enrollment email notifications.
  • Blind carbon copy (Bcc) all emails to: Specify the email address(es) that should be a BCC of every email sent by users in your license via the Qualtrics mailer. This includes email distributions, email tasks, emails sent via the XM Directory task, ticketing emails, and sending emails to a contact list.
  • Brand admin contact info: Specify the contact information users should follow to ask questions regarding their permissions and the overall license. Note that this is also where Qualtrics Support will direct users with permissions questions.
    Warning: This field is required and cannot be left blank.
  • Restrict surveys to domain: Requires the individual to use their organization’s ID/information in the survey URL.
  • Receive a response report: See the next section, Allow Response Report.
  • Allow third-party services in Text iQ: Enable Multi-Language Sentiment Analysis & Translate Comments in Text iQ. This will ensure responses that aren’t in English are analyzed in their native language, allowing for more accurate sentiment assignment. However, this feature requires sharing data with a third party software. See the linked support page for more information on this feature’s functions and the available languages.

General settings tab on the Organization Settings Page

Contact Information

The Contact Information section allows you to enter contact information if you’d like Qualtrics to reach out to alternative security and technical contacts. If you’d like Qualtrics to contact the Brand Administrator, feel free to leave these fields blank.

  • Security contact email: The email of your organization’s security contact.
  • Security phone: The phone number of your organization’s security contact.
  • Technical contact email: The email of your organization’s technical contact.
  • Technical phone: The email of your organization’s technical contact.

Contact Information Section

Allow Response Report

Warning: You are advised to be cautious before selecting this option, and to let your users know of any change you make. After the change, response report links sent before Receive a response report was disabled will still exist, but will no longer display a response report.

Allow Response Reports option in the General settings

Response reports are a feature that your Qualtrics users can attach to their email task in the Actions tab. They attach a copy of the participant’s entire survey response to an email a set period of time after it is submitted. When you deselect Receive a response report, you disable the ability for survey creators to display response reports in an email task.

However, the option will still appear in email tasks even after being disabled in the Organization Settings. It is advised you reach out to your users to let them know if you make this change.

Include response report option at bottom of email task

Email

Custom Email Header

Qtip: To access features in the Email section, you will need to have the Customize Email Headers permission enabled.

This set of options allows you to set custom headers on all the emails in your brand. These custom headers can contain any information you want relating to the sender, ESP, ISP, or recipient. Custom email headers are static and apply to the entire brand.

Custom Email Header settings in the Email tab

  • Custom Email Header Name: The name of the email header.
  • Custom Email Header Body: The body of the header. This is what the header’s value will be in every distribution coming from the brand.
Example: Custom email headers can be used to tag all emails sent from Qualtrics on behalf of your company for your own organizational or tracking purposes. Let’s say your company sends emails using both Qualtrics and your own email server. You can add a custom header to the emails sent via Qualtrics to track email engagement and compare against the engagement for emails sent via your email server.

Viewing Custom Email Headers

Custom email headers appear when you view the original text of the email. This can be accessed in many mailers by clicking a dropdown and selecting Show original.

Show original option in email system to show custom email headers

Text with custom email header shown after clicking Show original

Custom Email Domains

This section of the Organization Settings allows you to create custom email domains. This allows users in your brand to send emails through Qualtrics using your organization’s custom email address. To learn more about this, see Configuring a Custom From Domain.

Custom email domains section in the Email tab

For more information, see Using a Custom “From” Address.

DKIM Signature Option

If using the Qualtrics SMTP relay, you will see the DKIM signature option in your email settings. When selected, this option will add a length header to your DKIM signature. When unselected, the length header will be removed from your DKIM signature. Qualtrics recommends you leave this checkbox unselected unless your organization’s anti-spam strategy requires it.

the dkim signature option checkbox in org settings

Log in and Log out

The Log in and log out section allows you to set redirects for your brand’s login and logout experiences.

Log in and Log out sections with options highlighted

  • Login redirect: Specify where a user is redirected upon going to your organization’s login URL.
  • Logout redirect: Specify where a user is redirected upon logging out of their account.
Attention: When a brand has Single Sign-On enabled, you may see values in the Login redirect and Logout redirect fields. Please refrain from changing the values in these fields without first consulting your IT team and the Qualtrics SSO Support team. Changing these values without permission may prevent users from logging in and logging out successfully.

Login Page Description

You can create a custom message that will display on your organization’s login page. This could include contact information or any other instructions you may need to communicate to your users.

Login page description with a text box and rich content editor

Qtip: When a brand has CAS, Shibboleth/SAML, or Google OAuth2.0 SSO enabled, this field cannot control messages displayed on the login portal. For these SSO types, only your IT team can control what is displayed on the login portal for your brand. When a brand has LDAP SSO enabled, you will be able to edit this field and control messages displayed on the login portal as noted above.

Projects

The Projects section allows your users to set additional information on each survey.

Survey Description

The Survey Description features function as a subtitle that a user is prompted to add when creating a survey. This subtitle information can be used when exporting your Summary Report since it will be added as an additional column in the export.

Survey Description with additional options Metadata label, Validation RegEx, and Validation Error Message

  • Metadata Label: What the user is prompted to enter, in addition to the Project Name, when creating a project.
  • Validation RegEx: Regex that can be used to make sure the entered description matches a certain format. If no validation is specified, the user will not be required to enter an additional description.
  • Validation error message: The message that is displayed to the user if they fail the validation.
Example: If you would like your users to specify the course that each survey is being used for, you could add a Metadata Label called Course. The user would then see the below Create Project menu. You could also use Validation Regex to require that the description be in a certain format, such as Chem111 or Bio101, but not First semester chemistry. The user will also have the Metadata Label as a sorting option on their Projects page.

Website / App Feedback

The Website / App Feedback section provides an option to specify information for your Website / App Feedback users.

Attention: If your organization does not have Website / App Feedback, this option will not appear. If you don’t have a license that includes Website / App Feedback and are interested, you can contact your Account Executive for more information.

Adobe Analytics Variable

If you’re running Adobe Analytics on your website, there are usually several variables that Website / App Feedback can read and use for targeting visitors and embedded data. By default, these variables have an “s” preceding the variable name. For example: “s.eVar1”.

However, some organizations have set a different prefix in Adobe for their variables (i.e., “q.eVar1”) and may find that Website / App Feedback cannot utilize the Adobe Analytics variables on the webpage. If you do use a custom prefix in Adobe Analytics, you’ll need to also enter it here in the Organization Settings.

Maximum Storage Size (Bytes)

This setting allows you to set a cap on how large Website / App Feedback cookies or session storage can be when your Intercept’s action set logic is based off of Site History or Page Count. This is particularly important if you have several services running on your site utilizing their own cookies. To change these settings simply enter your desired maximum size, and then click the green Save button.

Qtip: Website / App Feedback project creators can also set maximum storage size on a project-level.

Enable Website / App Feedback

Warning: Do not deselect Enable Website / App Feedback! It will shut down Website / App Feedback on the entire brand and prevent you from using the software!

Website App Feedback options in the Projects tab

Security

Password

The Password section contains requirements for the types of passwords users must create for their accounts.

Password creation section in the Security tab with possible specifications

  • Expiry Time (days): Designate (in days) when all account passwords will expire (e.g., type “365” if you would like users to redo their password every 365 days). At that time, users will be prompted to create new passwords.
  • Minimum password length: Specify the minimum number of characters that can be used in a user password.
  • Minimum special characters: Specify the number of non-alpha characters (anything other than a letter) that must be present in user passwords.
  • Password Creation Error: Create a unique error message for when users’ passwords don’t fit the specified criteria.
Qtip: If you are using Single Sign-On, you can log into your Support Portal and request Support remove the “Send Password Reset Email” and the “Forgot Password?” links from the login page.
Qtip: The Security section of the Admin tab contains additional password parameters for your organization.

Allowed Brand URLs

The Allowed brand URLs section allows Brand Admins to restrict what domains are allowed to be used in links within surveys.

Allowed Brand URLs section in the security tab

  • Enable allowed brand URLs: Enables link domain restrictions for your brand. This setting is disabled by default.
  • Allowed brand URLs: Specify the list of domains that can be used in links within surveys. Domains should be added in a comma separated list.
    Qtip: Wildcards can be used to allow all subdomains for a given domain. For example, *.qualtrics.com would allow users to use surveys.qualtrics.com, research.qualtrics.com, etc. within links.
Example: Let’s say you want to restrict your survey builders to only allow linking to your company’s website. You can add yourcompanydomain.com to your Allowed brand URLs settings so that your users’ surveys cannot link to any other websites besides your company’s.

SSO

As a Brand Administrator, you have the ability to create and manage your SAML Single Sign-On (SSO) connections. You’ll be able to add new connections, update certificates on existing connections, modify settings such as Just In Time provisioning, and more.

SSO Connections section in the SSO section

For more information on how to implement your organization settings for SSO, see the Configuring Organization SSO Settings page.

Qtip: Make sure you are in contact with the members of your organization’s IT team before making any edits to these settings.

1st Party Applications Opt-In

If you are a Brand Administrator using Qualtrics in the FedRAMP environment, you will need to enable XM Basecamp for your license before your users can login to access the training materials.

Attention: XM Basecamp is hosted by an external platform that is not FedRAMP certified. If you choose to opt-in, this will grant permission for your users to share the following information with this platform: email address, first name, last name, Qualtrics username.

ENABLING XM BASECAMP FOR YOUR USERS

  1. Navigate to the Admin tab.
    Choosing admin from the top-level navigation in the top-left of every page of the website
  2. Go to Organization Settings.
    navigating to the organization settings tab of admin
  3. Enable the checkbox for Allow access to 1st party applications.
    enabling the allow 1st party toggle and selecting basecamp
  4. Toggle on the option for Basecamp.
  5. Click Apply.
Qtip: Please note that you can also enable user access to the XM Community this way as well. This feature is still under development and is not yet available to customers.

Please note that if you have already enabled XM Basecamp for your license and choose to disable it, any users currently logged into XM Basecamp will remain logged into XM Basecamp for two weeks before being automatically logged out.

FAQs