Feature Overview

The Users Feedback Request setup enables administrators to control feedback request automation access and email authorization on a per-user basis. This granular user management allows organizations to selectively enable feedback collection features for specific team members while maintaining control over email signatures and automation permissions.

How It Works

The Users interface displays a comprehensive table of all organization users with controls for managing their feedback request capabilities. Each user entry shows their name, email, status, and available management options.

Feedback Request Control: A toggle column allows administrators to enable or disable feedback request automations for individual users. When disabled, the user will not trigger any automated feedback collection processes, providing fine-grained control over who can initiate feedback requests.

Email Authorization: The email signatures column displays each user's email authorization status and allows management of email signatures used in feedback request communications. This ensures that feedback emails are sent with proper branding and authorization.

The interface includes status filtering to help administrators focus on active users, and provides clear visual indicators for user status (active/inactive) and feedback request permissions.

Use Cases

• For Admins: Control which sales representatives can trigger feedback request automations, ensuring only authorized users can initiate customer feedback collection while maintaining organizational compliance and data governance standards. Manage email authorization and signatures to ensure feedback communications meet organizational security and branding standards.
• For Sales Managers: Selectively enable feedback request capabilities for team members based on their role, experience level, or territory assignments, providing targeted access to feedback tools.
• For Compliance Teams: Disable feedback request automations for users who should not have access to customer data collection features, supporting regulatory compliance and data privacy requirements.

See It In Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Understanding of organizational user roles and feedback collection policies

Highlights

• Prevents unauthorized feedback requests by controlling which users can trigger automations
• Visual status indicators for user activity and permissions
• Email signature management for branded communications

Need Help?

Contact your Customer Success Manager for assistance with user permission management or troubleshooting feedback request access issues, or TruSales Support if you experience any technical issues with this page.