Manage your account in Shyft platform
In order to make changes to your own account, click on your email address in the top right-hand corner of your screen and choose “Account” from the menu below. On this page, you will see sections for “Security” and “Notification settings”.
In the Security section, you can:
- Change your password
- Add your phone number
- Manage external logins (Google, Facebook, Twitter) - you can link your Shyft to either Facebook, Gmail, or Twitter. Clicking on any of these buttons will take you to the social media’s login pages. You log in the way you usually would. Once you have linked your social media accounts to SurveyBot, you will be able to sign into your account more quickly, eliminating the need for login credentials every single time. Shyft will not post to your respective accounts, as only the minimum permissions are requested in order to verify your identity.
- Add authentication factor - this is used for two-step verification: every time you sign in, your phone receives a code to be inputted into the website, enabling reinforced protection.
- “Remember Browser” option.
In the Notification section, you can choose in which cases you want to receive emails from Shyft. So, you can choose whether you want to be alerted when the customer uploads media to the survey, when a collaborator is added/removed, or when the user is added to or removed from the group. And, you can always change measurement system from metric to imperial, and vice versa.
WHEN SHARING A COMPUTER: Make sure you are logged in under your name and log out once you finish the survey.
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Outsource your surveys to Shyft
Click on the Schedule button in the navigation bar on the top of your Shyft website to schedule a video survey for Shyft to perform on your behalf. NOTE: If your Schedule button does not show, send an email to support@shyftmoving.com or use ...How can I get alerts about surveys being outsourced to Shyft?
Please work with your dedicated Account Manager to get the alerts you wish to have set up.How to manage users in your group?
You can add a new user to any specific group in Shyft, by clicking the Users button in the group menu. In the section called New User, enter the user’s name, phone number, and email address. Then click on Invite. They will receive the invitation ...Where can we find our account balance and how many surveys have been charged?
Your account balance will be emailed to you each month, along with a breakdown of the video surveys completed. You also have the ability to run the survey spend report at any time through accessing the Metrics page in General section on the Dashboard ...Dashboard as home page
The dashboard is the first thing you see once you log into Shyft. Whatever you are searching for or working on your Shyft account, you can use a Dashboard button to return to your home page.