The “Account” section covers two things: who Feedbax can reach with questions about your provider profile, and who is allowed to sign in to your provider dashboard. Here you enter the contact person, change the sign-in address and invite colleagues.
At a glance
- Where: Area “Plan & account”, entry “Account”.
- Subscription: The section is open in every subscription. How many people may sign in depends on the subscription: one person without Premium, up to three with Premium or Enterprise.
- Two cards: “Contact person for Feedbax” and “Sign-in”. The data on the first card is not public.
- Saving: The two cards form one form. The team invitations are separate from it and take effect immediately.
- Who may manage: People who already have access (status “Active”) and Feedbax administrators.
The “Contact person for Feedbax” card
The card begins with the note: “We use these contact details to reach you with questions about your provider profile. They are not publicly visible.” There are four fields, all required:
| Field | Rule |
|---|---|
| “First name” | Required. The first name also appears in the greeting on the Overview. |
| “Last name” | Required. |
| “Email address” | Required, must be a valid address. |
| “Phone number” | Required, must be a valid phone number. |
If an entry is missing or invalid, the form reports it under the field (“Please fill in this field.”, “Please enter a valid email address.”, “Please enter a valid phone number.”). Above it, “Please check the highlighted fields.” appears. Nothing is saved until all fields are correct.
How it differs: These contact details are internal. Only the main contact from the Contact for leads section is shown publicly in the profile. That person also receives the emails about leads. The two people can be the same, but don’t have to be. A change to one does not change the other.
The “Sign-in” card
The card explains: “These people have access to your provider dashboard. New people receive an invitation by email and only have access once they accept.” It has two parts.
The “Sign-in email address” field
This is the owner’s address that your profile signs in with. You save it together with the contact person. The field is required and cannot be cleared: If you leave it empty, the form says “Please fill in this field.” The address must be valid. If another provider already uses this address, the form rejects it: “Another provider is already registered with this email address.” An address always belongs to exactly one provider. Enter only an address that someone can really access, because sign-in runs through this address.
The “People with access” list
Each person has a row, with the owner first. A row shows:
- the name and, below it, the email address (people who come from the old sign-in have no name, so the address leads),
- a status tag: “Active”, “Invited” or “Invitation expired”,
- the tags “Owner” and “You”, where they apply,
- for open invitations, the sentence “Invited on …”, with the sender if the system knows them (“Invited on … by …”).
On the right of the row are the actions that apply to this person:
| Action | Applies to | What happens |
|---|---|---|
| “Resend” | Invited people | The invitation goes out once more, the old link becomes invalid, and the new one is valid for 14 days again. After sending, the button is locked for 15 minutes and shows “Resend in N min.” If the email could not be sent, the system lifts the lock again. |
| “Withdraw” | Open invitations | The invitation is gone and the link no longer works. Message: “Invitation withdrawn.” |
| “Remove” | Active people who are neither the owner nor the last person | A first click on “Remove” shows “Confirm removal”. Only the second click removes the person. A click anywhere else cancels. Message: “Person removed.” |
The owner and the last person with access can’t be removed. The action is missing in their row.
Inviting a person
- Click “Invite person” below the list. The button is locked when all seats are taken.
- A side panel opens on the right with the note “The person receives an email with a link to the invitation. They only have access to the dashboard once they accept.”
- Enter “First name”, “Last name” and “Email”. All three fields are required, and each name can have at most 100 characters.
- Click “Send invitation” at the top of the panel. While it runs, it says “Sending …”.
- The message “Invitation sent to ….” appears. The person is now in the list with the status “Invited”.
- The person opens the email and accepts the invitation. The link is valid for 14 days. After that the status changes to “Invitation expired”, and you can resend the invitation or withdraw it.
You close the panel with “Close”. It doesn’t remember your entries when you open it again.
Seats and subscription
On the right below the list, a tag shows how many seats are taken (“1 of 1 people”, “2 of 3 people”). Each row in the list takes a seat, including an open or expired invitation. The owner counts too.
| Subscription | Seats | Note when all are taken |
|---|---|---|
| Starter, tender access, Business | 1 (the owner only) | “Without Premium, one person has access to the dashboard. With Premium, you invite up to two more people.” |
| Premium, Enterprise | 3 | “Your team is complete: with Premium, up to three people have access to the dashboard.” |
Your active subscription at the time of the invitation decides which tier counts. If you switch to a smaller subscription, the people on the team keep their access. You then can’t invite new people. Why a higher subscription brings more here and what else it includes is explained in the article Which subscriptions does Feedbax offer? and in the Plan section.
All error messages for the invitation
| Message | Cause |
|---|---|
| “Please enter the first name.” / “Please enter the last name.” | Required field empty. |
| “The name can be at most 100 characters long.” | Name too long. |
| “Please enter a valid email address.” | Address invalid. |
| “This person already has access to your dashboard.” | The address already belongs to an active person on your team. |
| “This person has already been invited. You can send the invitation again.” | There is already an open invitation for this address. |
| “Someone is already signing in to another provider with this email address. Please use a different address.” | The address is active at another provider. Only one provider per address. |
| “The invitation was only just sent. Please try again in a few minutes.” | 15-minute lock after sending. |
| “The invitation could not be sent. Please try again later.” | Sending the email did not work. A new invitation then does not appear in the list. You can try again later. |
| “This invitation has already been accepted or no longer exists.” | The person has already accepted the invitation or it was withdrawn. |
| “You are not allowed to manage the people with access.” | You are neither an active person on the team nor an administrator. |
Saving
Below the cards is the bar with “Save”. While saving, it says “Saving …”, afterwards “Saved.” If it doesn’t work, it says “That did not work. Please try again.” The contact person and the owner’s sign-in address are saved. The team list saves itself with each action.
When nobody has access any more
If the person who holds the access leaves the company, there is a way back: I don’t remember who manages our profile. That is why it is worth inviting at least one more person with Premium or Enterprise. All active people have the same access, there are no tiered roles.
Feedbax score
The account affects the Feedbax score only through profile progress: the contact person’s email address and phone number count there as one of ten parts. The contact person does not appear in the profile, and the team changes nothing about the score.
Frequently asked questions
How do I change my sign-in address?
Enter the new address in the “Sign-in email address” field and click “Save”. After that, the new address applies to sign-in. You must really be able to access the address, because you sign in with it.
Can several people manage our profile?
Yes, from Premium up to three, including the owner. You invite them via “Invite person”.
Do all people have the same rights?
Yes. There are no tiered roles. The “Owner” tag only shows whose address is the main sign-in address.
Can I make the contact person and the main contact for leads the same?
Yes, but they are two separate entries. If you change one, the other stays unchanged.
An invited person didn’t get the email.
Check the address in the list and the spam folder. After 15 minutes you can resend the invitation. If the link is older than 14 days, it says “Invitation expired”, and you send a new one.
What does the invitation look like for the person?
They get an email with a link. Only after they accept do they appear as “Active” and have access.