Platform's administration center – Help center

From the "Administration" tab, manage your entire feedback management program on the SatisFactory platform.

The platform administration groups together all the configurations of your system, giving you access to all your account settings.

You can access this space from the left sidebar menu via the "Administration" tab.

The administration center is a standalone interface within the platform, structured into several categories and sections that correspond to the different configurable elements of your system. Some sections may be unavailable due to the specificities of your program, or restrictions applied to your user account profile.

⚠️ The administration space is only accessible to users whose profile holds administrator privileges ("Manage").

The different sections of the administration center

The administration interface is organized into 5 main sections, each grouping specific categories to ensure a fluid, structured, and efficient management of the platform.

1. Overview

This section constitutes the main control center of the administration. It provides a synthetic vision of the account's activity, highlighting the usage statistics of the solution, such as the total number of users and the active user rate.

2. Global settings

This section centralizes the general settings that govern the operation of the platform:

Program settings: To adjust the basic configurations of the account
Alerts: To configure automatic notifications based on precise trigger criteria
Specific periods: To define customized analysis ranges
Previews: To visualize the appearance of the surveys and emails of the system
Questionnaires: To visualize and manage online surveys
Response library: To centralize and manage pre-saved response templates
History recovery: To import new data or correct existing data

3. Users and roles

This section groups together everything concerning the management of access to the platform, pages, as well as features:

Users: To create and administer the accounts of the platform's users
Profiles: To define the access rights and available features for each user profile
Roles: To assign access to certain specific features and define customized reference periods
Perimeters: To restrict access to defined data sets

4. Data and indicators

This section is dedicated to the configuration and management of collection and analysis elements:

Key moments: To define precise and time-limited interactions in the customer path
Key / global indicators: To manage the ratings and scores from surveys and social networks
Satisfaction items / attributes: To add satisfaction criteria to evaluate in surveys and social networks
Additional data / Metadata: To administer the data and contextual information to associate with the feedbacks
Comments: To process the answers to open-ended questions of surveys and comments from social networks
Audio transcription: To import audio recordings and process automatic transcription
Dashboards: To create customized dashboards
Social networks: To configure the integration of review sites, social networks and competitors attached to the establishments

5. Semantics

This section allows you to configure and supervise the automatic analysis of verbatims:

Semantic analysis: To configure the classification plan and categorization rules of verbatims
Semantic translation: To manage the translation of the concepts analyzed in the verbatims

Detailed presentation of the categories

The table below presents the content of each category of the administration center, in order to help you understand the role and usefulness of each of them.

Section	Category	Description
Overview		Provides an overview of the number of users, with a breakdown by profile Presents the active user rate Documentation available here
Overview	Program settings	Allows you to manage the general settings of the platform and the system associated with the account (language, AI features, GDPR, activation of social networks, activation of semantic analysis, etc.) Documentation available here
Overview	Alerts	Allows you to set up and manage alerts triggered on responses Documentation available here
Overview	Specific periods	Allows you to add customized fixed periods in the choice of filters and comparison periods Documentation available here
Overview	Previews	Allows you to add generic URL links of the surveys to access and test them Allows you to add and visualize email mockups Documentation available here
Overview	Questionnaires	Allows access to the visualization of surveys Allows you to create and modify surveys Documentation coming soon
Overview	Response library	Allows you to add and manage response templates for response emails and responses to social network reviews Documentation available here
Overview	History recovery	Allows you to catch up or correct contact and feedback data Allows you to create or import contact and feedback data Documentation available here
Users and roles	Users	Allows you to create and manage the accounts of the platform's users Allows you to log in as a specific user Documentation available here
Users and roles	User profiles	Allows you to manage which pages each user profile has access to Allows you to manage what actions each user profile can perform within the pages they have access to Documentation available here
Users and roles	Roles	Allows you to manage access to certain features and spaces from the home page (flash report, competition, etc.) Allows you to define customized reference periods for each role Documentation available here
Users and roles	Perimeters	Allows you to define the data perimeter visible to each user profile Documentation available here
Data and indicators	Key moments	Allows you to create and manage the moments of interaction between respondents and the organization Documentation available here
Data and indicators	Key / global indicators	Allows you to configure and manage the scores to evaluate in surveys and social networks Documentation available here
Data and indicators	Satisfaction items / attributes	Allows you to configure and manage the satisfaction criteria to evaluate in surveys and social networks Documentation available here
Data and indicators	Additional data / Metadata	Allows you to create and manage contextual data and information to associate with feedbacks Documentation available here
Data and indicators	Comments	Allows you to define the open-ended survey questions and social network comments from which verbatims are collected Documentation available here
Data and indicators	Audio transcription	Allows you to manage the import of audio files and automatic transcription Documentation coming soon
Data and indicators	Dashboards	Allows you to create and manage the account's custom dashboards and their access Documentation available here
Data and indicators	Social networks	Allows you to configure the establishments of integrated social networks Allows you to add competitors from integrated social networks Documentation available here
Semantics	Semantic analysis	Allows you to configure and manage the themes and sub-themes of the semantic analysis defined on the account Documentation available here
Semantics	Semantic translation	Allows you to translate the name of the themes and sub-themes configured on the account Documentation available here

Exit the administration center

To return to the main view of the SatisFactory platform, click on the "Exit administration" button located in the bottom left corner of the administration center.

For further assistance or to report a specific issue, please contact our Support team.

Related to

From the "Administration" tab, manage your entire feedback management program on the SatisFactory platform.

The different sections of the administration center

Detailed presentation of the categories

Exit the administration center

For further assistance or to report a specific issue, please contact our Support team.

Related articles