User Settings Guide for Evalubox

Introduction

In this article, we will guide you through the various settings available on the Evalubox platform. You will learn how to update your profile, account details, preferences, billing information, and manage your team settings. Understanding how to navigate and utilize these settings is essential for optimizing your experience with Evalubox.

Accessing Settings

You can access the Settings from two locations:

Navbar Menu: Click on User Settings.
Navbar Menu: Click on Account Settings.

Profile

Profile Overview

In the Profile section, you can update your credentials, discipline, and work setting. These details are utilized in the forms you share with others and reports you generate.

Credentials

Edit Credentials: Update your name, credential, and discipline.

Discipline

Edit Discipline: Specify and update your discipline which will appear in forms and reports.

Work Setting

Select Work Setting: Choose your work environment from the following options:
- School
- Private Practice - Clinic
- Other
Accessibility: This setting is accessible to all users.

Account

Account Overview

Update your account settings, including your organization name.

Organization Name

Edit Organization Name: This is the name that will be displayed on your profile and in emails.
Note: Billing details are only accessible to account admins.

Preferences

Preferences Overview

Control the display settings of the app by turning items on or off.

Evaluations

Form Default View: Choose between viewing form questions one at a time or all questions at once.
Accessibility: This setting is accessible to all users.

Billing

Subscription Details

Plan Name: View your current subscription plan.
Plan Status: Check the status of your subscription.
Usage: Track the usage of evaluations, templates, forms, and language sampling.

Credits

Purchase Credits: Buy more credits as needed.
Balance: Check your current credit balance.
Usage: View the number of credits used.
Purchase History: Track the number of credits purchased.
Note: Only account admins can access billing details.

Teams

Teams Overview

Manage your team settings by inviting new members and tracking progress.

Invite User

Invite Team Members: Only accessible in team accounts.
Note: This option is only accessible to account admins.

Support and Contact Information

If you encounter any issues or have questions, please contact our support team:

For Quotes and Purchase Orders: Schedule a call at evalubox.com/request-demo/, or process through admin@evalubox.com.
For Help: Contact support at support@evalubox.com.

We hope this guide helps you navigate and utilize the settings in Evalubox effectively. For further assistance, do not hesitate to reach out to our support team.