The Profile drop-down empowers users to see their account details and navigate to:

  • Favorites

  • Integrations (Qualtrics, Decipher, API Token)

  • Social Accounts (Facebook pages, YouTube channels & playlists, Instagram accounts authorized)

  • Survey Rules

  • Target Audiences

  • Landscape Reports and the API Sandbox, if applicable

  • Partner (Multi-Login) Organizations

Please note, that some of these options above will vary from account to account depending on which Canvs products you have permission to.

Accessing The Profile Drop Down

To access the Profile drop down, click the Profile icon at the top right hand corner of your screen. The icon will show the first letter of your name with a circle.

Accessing The My Account Page

In the My Account page (if you click on your username/email from the drop-down menu), you are able to edit your profile details, turn on/off your Canvs notification emails.

This will also bring you to the Profile Page with your Favorites displayed.

Next to the Favorite tab, you will see listed the "Integrations" tab, which contains your Qualtrics and your Decipher credentials in the "Data Imports Integrations" section.

Read more about Qualtrics here.

Read more about Decipher here.

In the "Business Intelligence Integrations" section, your API token (if applicable to your organization) will be available. Use your API credentials to create custom visualizations of your data via Canvs Tableau Web Data Connector. To learn more about our Tableau Connector, click here.

You will also be able to find information regarding Power BI. Canvs now offers a new Export for your MRX data which you can seamlessly integrate into Power BI. Read more here.

Editing Your Profile

You make changes to you profile by clicking the Edit Profile button.

You'll be able to can edit:

  • Your name

  • Your role

  • Your department

You can also change your password.

Favorites

In the My Account page, you are able to see the pages you have Favorited all in one place. In addition to being able to search for Favorites, you can also take properties out of your Favorites list.  To remove Favorites, hover over the property and click on the orange star in the upper right hand corner of the tile. By clicking on a show's image, you will be taken to a particular series page view.


Integrations

To access and manage all of your Integrations, navigate to the Integrations option.

Here, you will be able to manage your Qualtrics integration credentials. Read more here.

You will also be able to manage your Decipher integration credentials. Read more here.


Social Accounts

To access and manage any Owned Facebook, YouTube, or Instagram properties, navigate to the Social Accounts option. 

You'll be brought to the Social Accounts Management Page. Within this page, you'll be able to view Facebook, Instagram and YouTube properties your organization has authorized. You'll also be able to unsubscribe to assets or authorize new assets. To read about this section, click here


Survey Rules

You can access and manage all of your Survey Rules by clicking on this option. Read more about MRX Rules here.


Target Audiences

You can access and manage all of your Target Audiences by clicking on this option. Read more about Target Audiences here.


Partner (Multi-login) Organizations

If your account has access to multiple organizations, you will be able to easily switch between them without having to log out and back in, using the Profile drop-down. There will be a "switch org" button as shown below that you can click on.

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