Administration

Guidance for PublicInput account holders/ main admins for site-wide changes

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18 articles in this collection
Written by Jay Dawkins, Warren Foushee, Amanda Irvin (she/her) and 3 others

How to update your organization's Public Portal

Customize the Public Portal (formerly called the Engagement hub) with engagement statistics, a Twitter feed, and more!

Written by Tyree Dickerson
Updated over a week ago

Setting up domain masking for a custom URL you own

If you've already bought a domain and would like to point it to PublicInput.com, here's how to get set up.

Written by Ruben Morales Jr
Updated over a week ago

ADVANCED: How to create custom CSS styling for your project

Adding custom styling to your project will involve some knowledge of HTML and CSS.

Written by Amanda Irvin (she/her)
Updated over a week ago

How to update taxonomy for your organization

Written by Craig Nelson
Updated over a week ago

How to edit an existing taxonomy tag

Change visibility settings and create topics from tags

Written by Craig Nelson
Updated over a week ago

How to Archive a taxonomy level

Archiving a taxonomy level

Written by Craig Nelson
Updated over a week ago

Security Features

WCAG compliance & ADA best practices

This article discusses PublicInput.com's accessibility compliance & best practices for creating accessible projects

Written by Amanda Irvin (she/her)
Updated over a week ago

Preventing "Ballot Box Stuffing" and "Spoofing" with IP Address Monitoring

Automatically detect and stop attempts to respond multiple times to the same question, and optionally disable this setting.

Written by Jay Dawkins
Updated over a week ago

Setting up SSO for a domain

Written by Craig Nelson
Updated over a week ago

Embeds

Using oEmbed or Embed.ly to embed questions, surveys, and reports into your content management system

oEmbed is an open format designed to simplify embedding content into a wide array of platforms. Here's how to setup your oEmbed integration.

Written by Jay Dawkins
Updated over a week ago

Admin permissions

Permission Management: Admin Roles and Access Levels

Admin permissions are controlled by a primary set of roles, which can be extended to team members, contractors, or partner organizations.

Written by Jay Dawkins
Updated over a week ago

How do I add a new department?

Request a new department for your organization

Written by Amanda Irvin (she/her)
Updated over a week ago

How to add a new administrator

How do you add or change admins and their permissions?

Written by Warren Foushee
Updated over a week ago

How do I add new users to the system?

Written by Tyree Dickerson
Updated over a week ago

Managing Daily Engagement Summary notifications

Project Admins will receive project-specific email notifications for new inbound emails, voicemails, & comment moderation updates

Written by Tyree Dickerson
Updated over a week ago

API's and Integrations

Accessing your PublicInput data via the API and Zapier

Written by Jay Dawkins
Updated over a week ago

Accessing and updating your data via the API

Create an API key to enable real-time API access.

Written by Jay Dawkins
Updated over a week ago

Using the Zapier app to access your data and create automations

Getting access to the PublicInput Zapier app, retrieving an API key, and creating your first zap.

Written by Jay Dawkins
Updated over a week ago