Financial Services Resources

As a Brand Administrator, it is sometimes hard to know where to start.

Here are a few resources and industry-specific guides on getting started.

Here are some additional short videos to help you get started:

1. Qualtrics Administration
2. Managing the XM Directory
3. Granting Access to a Dashboard
4. Automating Follow-up with Ticketing

Instance Management

These links connect you to useful documentation for managing your organization’s research projects, contacts, and processes.

• Collaborating on Projects
• Organization Libraries
• XM Directory Administration
• Website/App Feedback Administration
• Extensions & Integrations
• Custom Work & Professional Services Requests
• Utilizing Your Qualtrics Resources
• Need a hand? Contact support

Administration Product Guides

These links provide quick reference guides to the details of Qualtrics administrator tools.

• Administration Overview
• User Permissions
• Data Protection & Privacy
• GDPR Compliance
• Admin Summary Report
• Creating & Managing Users
• Security Tab
• Data Privacy Tab
• Usage Tags
• Survey Project Approvals
• Themes Tab
• Organization Settings
• Single Sign On (SSO)

Directory Administration

• Administration in XM Directory
• Contact Frequency Rules
• Auto-Deduplication of contacts
• Directory Messages
• Multiple Directories
• Directory Rules

Dashboard & Ticket Administration

• User Admin in Dashboards 
• Adding / Importing Users
• Manage User Roles
• Manage User Attributes
• CX Organizational Hierarchies
• Ticketing Follow-Up Options

We look forward to collaborating with you and helping you get the most out of your Qualtrics license