Getting started: Team

It is simple to add or edit payment details regardless which tier you have, in this article I will describe step by step how you do if you are a teams customer. 

1. Go to Settings > Subscription

1. By clicking on the grey boxes that says Edit you can fill in email and payment information:

You can also see an overview of the billing history by scrolling down.

If you have Workplace or Enterprise pricing plan, in order to change billing details you need to contact your deal owner or our help center directly.

Step 1: Allow emails from andfrankly.com (whitelisting)

Make sure that emails from @andfrankly.com don’t get stuck in your spam inbox. Talk to your IT department and ask them to 'whitelist' or explicitly allow emails to be sent from andfrankly to your employees. This can be done by adding the andfrankly.com domain in the Safe Senders list, and allow emails to be received from the following IP-address: 167.89.91.15 (o1.sendgrid.andfrankly.com).

What happens if I do not whitelist &frankly? 
If the &frankly domain is not whitelisted as a sender in your organization, there is a risk that notifications/emails will not reach your employees. For instance, emails informing that there are new questions to answer, might end up in the spam inbox. It is therefore our recommendation to ensure we are whitelisted, before launching &frankly to your organization.  

Step 2: Set anonymity limit for your account

How many answers should be required to show results? You decide! Set the limit based on your requirements. Click here to find more instructions. 

Step 3: Default language settings

Which language is your official internal language? On a Teams subscription, you can decide if you want English or Swedish as the default language. 

Under Account > Company settings > Language, you need to choose two language settings: 

1. Default language to use when users have not chosen a language yet, or when their language is not supported. This can be set to English or Swedish.
2. Language used for questions. This setting allows you to decide if the users should be able to choose between Swedish and English themselves, or if the language for questions should be pre-set to either Swedish or English. 

Step 4: Check your account name and add your organization's logotype

Check your account name to make sure it is correct, and add a logo to make it easier for employees to understand where the questions are coming from. Click here to find more instructions.

On a Team subscription, you can add up to 100 users and create up to 10 groups. 

Why are groups needed? 
The purpose of adding groups is to receive group results that reflect your organization. With groups that mirror your teams, departments and/or units, you can get more insights and a better understanding of your results. 

Instructions: 

• How to add users
• How to create groups

When you have your results, it is time to follow up on the insights you’ve now gathered. 

Below, you will find information and guides on how to find and work with the results: 

• How to use Individual Questions
• How to work with your results
• What are Actions?

Check out this video. 

This video gives you an introduction to the concept of &frankly and how the tool works. Share it with the managers and employees in your team or organization to introduce them to the system. 

• English version
• Swedish version 

Pulse – A pulse is a small survey! In &frankly a pulse is a set of questions, which can be sent to groups in &frankly.

Pulse library - In the pulse library, you can find all of the &frankly pulses and create your own pulses.

Question library – In the library, you can find all the &frankly standard questions. Use the different categories to filter questions on various topics. You can also find the company’s questions, which are those that are added to the company library (favorites). An administrator can add questions to the company library. 

Quick question – A quick question, is just what the name indicates, one question that can be sent out quickly! Quick questions are created under Questions > Quick question. These questions are created and activated one at a time, in the same view. Results for quick questions are presented in the same view as other questions (Results > Individual questions), click on the icon “Quick question”.

KPI – A Key Performance Indicator (KPI) is an aggregated score, which is generated from a group of questions put together. All &frankly pulses generate KPI:s automatically. When creating your own pulse, you can choose which questions you would like to add to the KPI. Click here to read more about KPIs. 

Group – A group in &frankly is a collection of users. Quick questions and pulses are scheduled to one or several groups. With groups that mirror your teams, departments and/or units, you can get more insights and a better understanding of your results. Groups are found in the menu under People > Groups.

Administrator – The "administrator" is one of three roles in &frankly. The administrator has access to the whole account and can, therefore, view results for all groups, schedule to all groups and manage settings for the account.

Manager – A "manager" is one of three roles in &frankly. A manager is usually the owner of one or several groups, which the manager can see and edit, view results for, and, create and schedule questions to. Administrators can regulate what the managers can access.

User – A "user" is one of three roles in &frankly. Users can answer questions and see results. What users can access in &frankly is regulated by the Administrator, and/or by the Manger that have scheduled questions.

Results integrity – Results integrity is about the settings around result visibility. Result settings can regulate how many answers that are needed to present the average, the spread, and comments. Administrators can access the settings in the menu under Account > Company settings. Read more here: Anonymity threshold
 

System language - System language is the language in the system and the menu bar. The language can be set to English, Swedish, Norwegian or Danish.

Preferred language – Preferred language regulates the language for questions and results. All &frankly standard questions have translations into several languages, by choosing a preferred language the user can decide the language that is preferred when viewing questions and results. On a Team subscription, you can choose between English and Swedish.