Account Settings

My Account Page #

Update your account settings from the “My Account” page. You can access this from the “Welcome” menu in the upper right of the assessment editor.

account settings

Update Name on the Account #

Enter changes to the name on the account in the “Name” field.

Update Name on the Account

Update Account Email Address #

Enter changes to the account email address in the “Email” field.

Update account email address

Account Login #

The login for your account is shown in the “Login” field. As you may notice, this field is greyed out, so you cannot make changes here.

account login

Please contact us if you need to change your account login.

Website #

Enter or update your website in the “Website” field.

Company Website

Subscription Plan #

Next, your subscription level is shown, along with a button that allows you to upgrade your subscription plan.

Subscription Plan

Update Payment Information #

A button on the right side of the window opens a portal that allows you to update your payment information. There’s also a place inside to make changes to your subscription plan.

Update payment information

To the right of the button is a link that cancels your account.

API Key #

With Advanced, Private Label, and Enterprise subscriptions, you’ll next see your API Key, which enables you to integrate your assessments with external applications.

API Key

Brand Name & Email #

With Private Label and Enterprise subscriptions, fields are available where you can enter the Brand Name and Email address that you would like shown in Results Email Messages.

Brand name and email address

Change Password #

Finally, you can change your account password at the bottom of the screen.

Change account password

Save Your Changes #

Click the “Save” button to save your changes and return to your dashboard.

Please review the rest of the User Guide to learn more about our software.

Thank you for choosing Assessment Generator!

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