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Version: 9.2

Customize Qrvey Composer

As an administrator, use Qrvey Admin Center's Customization page to customize your Qrvey Composer instance for your business.

General Settings​

In Qrvey Admin Center, select the Customization icon in the left navigation pane to display the General Settings tab, where you can change settings related to your organization.

General Setting Account Info

View Qrvey License and Account Information​

  1. From General Settings, select the Account Info tab to display the following information:

    • Current plan status
    • Server name
    • Licensed data used (GB)
    • Total space used (GB)
    • Server type
    • Number of servers
    • User accounts
    • End user accounts
    • Created applications
    • Company information

Update Company Information​

The Qrvey application displays your company information. Company information is also included in emails sent from the application.

From the Account Info tab, add the following information to the Company Info section:

  • Company name
  • Address
  • Email (used in the company email signature)
  • Phone number

Customize the Look and Feel of Qrvey Composer​

You can change the visual style of Qrvey Composer to match your organization’s style.

  1. From General Settings, select the Styles tab to display styling options and a preview pane.

  2. Under Styles, you can perform the following actions:

    • Upload a logo.

    • Specify the title to appear on the browser tab.

    • Upload a favicon (favorite icon).

    • Change the color scheme:

      • Main
      • Secondary
      • Tab bar
      • Tab font
      • Form icons

    You can view the changes in the preview panel.

  3. To save your changes, select Save Changes. To restore default style settings, select RESTORE TO DEFAULT.

Customize the Login Page​

You can customize the look and feel of the Login page when users open Qrvey Composer.

  1. From General Settings, select the Onboarding tab.

  2. Edit the following fields as needed.

    • Title. To hide the title, disable Show title.
    • Login Message. To hide the login message, disable Show Login message.

    You can view the changes in the preview panel.

  3. To save your changes, select Save Changes. To restore default style settings, select RESTORE TO DEFAULT.

Email Settings​

Qrvey Composer automatically sends a Welcome email message to users when their accounts are created. The system also sends a Forgot Password email message when users forget their passwords.

To change email settings, select the Emails tab in General Settings.

Configure Email Provider​

You can use AWS SES, Azure ACS, or an SMTP email provider. By default, Qrvey Composer uses AWS SES.

To configure an SMTP email provider, select a sending method:

  1. From the Emails tab, select Email Provider.

    The Configure an Email Provider radio button is enabled by default. You cannot disable this setting.

  2. Complete the following fields by adding valid information specific to your provider type:

    • Server URL
    • Port number
    • Encryption type (STARTTLS, TLS, or SSL)
    • From email (Configured in AWS. Optional, depending on the requirements of the email provider.)
    • User name
    • Password

  3. Test your configuration.

    a. Select Test Connection.

    b. In the dialog box, add a valid email address and message text, then select Test.

    The dialog box displays a message containing the test result.

  4. Select Save Changes to save your settings.

Design Email Templates​

You can customize the look and feel of the templates used for Welcome and Forgot Password emails.

  1. From the Emails tab, select Templates.

  2. Select an email template (Forgot Password or Welcome/Onboarding) from the dropdown list. The editor below updates to display the selected template.

  3. Add your subject text in the Email Subject field.

  4. Add your body text in the email body area. You can use the toolbar options to adjust the format of the email body.

  5. Add the appropriate variable to the email body:

    • Forgot Password: {{mail.resetlink}}
    • Welcome/Onboarding: {{mail.password}}

  6. To preview the changes, select Preview.

  7. To save your changes, select Apply Changes.

View Email Activity Log​

Qrvey Admin Center maintains logs of email activity.

From the Emails tab, select Activity Log. The email log displays.

  • To filter the logs, select an option from the dropdown list.
  • To search for a log, start typing in the Search field. The Qrvey Admin Center conducts a full-text search.
  • To download the log locally (TXT), select Download Log File.
  • To refresh the logs displayed on the page, select Refresh.

Set Time Zone​

Qrvey Admin Center enables you to specify the default time zone. Changing the time zone affects how dates are displayed and filtered for users throughout the Qrvey platform. The timje zone settings do not change how data is stored in the repository.

  1. From General Settings, select the Time Zone tab.

  2. Select one of the following options:

    • System Default Settings: Time zone where the data was stored in the Elasticsearch repository (UTC/GMT+0).
    • User Browser Settings: Time zone specified in the end user’s browser.
    • Fixed Time Zone: Time zone specified in the dropdown list (default: UTC +00:00).

  3. Select Apply Changes.

For more information, see Configuring Time Zone Settings.

Features​

The Features tab provides options to enable and disable features available within Qrvey Composer.

Features Tab

  1. In Qrvey Admin Center, select the Customization icon in the left navigation pane, then select the Features tab.

  2. Select one of the following tabs to enable and disable its features:

    • Datasets
    • Pixel-Perfect Reports
    • Dashboard
    • Legacy Dashboard
    • Automation
    • Exports
    • AI
    • Settings

About Exports​

The Exports tab allows you to manage the following features:

  • Exports

    • Select your export location. It can be AWS S3, FTP, or an SFTP server. You need to define the secure communication protocols for your chosen type.

    • Allow or restrict local exports.

    • Select an email export option:

      • None: You receive an email notification indicating whether the export was successful or failed. The exported file is not attached to the email. Instead, it is stored in file storage for access through the Download Manager.
      • Include Download link: (default) – You receive an email containing a direct link to download the exported files.
      • Attach Files – You receive an email with the exported files attached. If the total file size exceeds the size limits set by your email service provider, the email includes a download link to access the files.

About AI​

The AI tab powers the AI Chart Builder. Supported providers include the following:

  • openAI
  • Azure OpenAI
  • Claude in Amazon Bedrock.

Note: Monitor your chosen AI provider's API billing to obtain cost estimates based on the selected model and usage level.

Additional Resources​

For more information, see Qrvey Composer.