I'm a white-label partner with a new customer. How do I create a new account?

As a white-label partner, you have the ability to create new accounts.  

First thing you do is to login to the super admin.

After that you then click on "Accounts > Create New Account"

This is bring up the dialog that lets you put in all the information about your new account.

User Information

  • User Name - How your customer will login
  • Password - Your customer's password

Account Information

  • Account Name - This is your internal name for the customer
  • Organization Name - This is the formal name of the business
  • Phone Number  
  • Admin Email
  • Support Email
  • Home Page
  • Logo URL
  • Address
  • TimeZone
  • Language
  • Number format 

Account Customization

  • Survey Domain - This is the domain where your customers surveys can be taken at.  This can be customized to a fully qualified domain by contact us at [email protected]
  • Images Domain - This is the domain where your customers images are hosted.  This can be customized to a fully qualified domain by contact us at [email protected]
  • Application Skin - You skin is created when we create your white-label partner account.

Billing Settings

  • Billing Phone - If you customer goes to "Settings > Billing" they will be shown this phone number in order to contact you for questions about upgrading their account.
  • Billing Redirect URL - If you customer goes to "Settings > Billing" they will be shown this URL in order to contact you for questions about upgrading their account.

Show/Hide Features

  • Hide Webhooks in Client UI - You can limit your customers ability to create their own webhooks by checking this box.  If you do that then you would use the "Webhooks Setup" settings below to set the Webhooks yourself.
  • Hide Password Reset - You can limit your customers ability to change their own passwords by checking this box. 

Webhooks Setup

You can setup your customer's Webhooks here.  This is especially useful if you have hidden your customer's ability to change this themselves.

Account Plan

  • Plan - this is where you choose the plan for your subaccount.  SurveyTown charges you based on the number of subaccounts and users.  Please contact us - [email protected] -  for more information 

Happy Surveying!

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