Setting are used to set the default behavior of the system for you.
- Site Name. This field is used for Identification by support only and is non-modifiable. It is usually assigned by you initially when you set up the Trial. If you need it to be changed, contact Brilliants Assessments.
- Domain Name. This field is non-modifiable. Please contact Support if you want to access the product with a different domain name.
- Site Code. For future use.
- From Email Address is the email address that the site will send all emails from. It will often be a support or info email address. Note that it is a requirement of spam filter to ensure that emails come from the email server registered to your domain. Therefore the SMTP details set up below must match your email servers details.
- SMTP Host. This will be available from your email service provider. If you use Office 365 it is smtp.office365.com, if you use Gmail it is smtp.gmail.com.
- SMTP Port. This will be available from your email service provider. In most cases, it is 587. SMTP SSL Enabled. This will be available from your email service provider. In most cases, it is selected.
- SMTP User Name. We recommend that this is the same as your email address. It will be available from your email service provider.
- SMTP Password. This will be available from your email service provider.
- Timezone. Select your time zone and the times and dates of responses will be shown in that time zone.
- Use Segmentation. Segmentation allows you to have an additional scoring strategy that crosses section and subsection boundaries. Questions can be marked as applicable to any number (or no) segmentations. Ratings can then be reported for the segmentations as well as the sections and subsections. Tick this box if you want to use this feature. Read more on Segmentations.
- Use Business details causes the system to prompt for a lot more detail about a business in the response request, including the address and you can plot its position on Google Maps to get its Longitude/Latitude.
- Use Status for Response. If selected a completed response cannot be re-entered.
- Section Menu. If selected the response entry screen will have a section menu to assist in easy navigation around the response. Usually, this is only required when an assessor is using the system.
- Show Report Text 2. Select if you need a second set of report text on the answers. This may be used, for example, to separate positive and negative comments on the report, or to feed a summary section in the feedback report with shorter recommendations than for a detailed section.
- Show Report Text 3. Provides additional options for Report Text 2.
- Has Business Name on Progress. Not available in this version.
- Use Subsections on Assessment – indicates whether subsections are shown on the Section menu, to allow navigation direct to a subsection.
- Show Respondents – Only available if a CRM has been integrated, using the API. Please contact Brilliant Assessments if you wish to use this feature.
- On-Screen Pricing. If selected prices can be loaded for assessment and will be shown for Available Assessments in the respondent Portal or from the Available Assessments List. (Further Details on Available Assessments)
- Certifications Issued. If the system is being used to issue certifications, this checkbox should be ticked. The system manages whether a response meets the certification grade required, prompts (by email) re-sitting failed certifications and prompts (by email) resitting certifications after they expire (e.g. annually).
- Block Support Access. If this box is selected Brilliant Assessments support personnel cannot access your site.
- Strong Password security. If this box is selected the following password rules are implemented:
- Passwords must be at least 8 characters, and use three of the four character sets (upper case, lower case, numeric, special characters (e.g. !@#$%&*()+=)
- Maximum of 7 attempts until a 30 minute delay
- Passwords expire after 90 days
- Cannot reuse a password within 10 passwords
- Cohort Initiation. If this box is selected the system activates the Cohort Initiation Functionality. The Cohort Initiation functionality allows you to invite 'subjects' to initiate their own Cohort Feedback Report. They can invite others to assess them, and the Cohort Reporting is used to produce the composite report.
- SSO with Azure AD. Select if Single Sign-on is implemented. Read Full details on implementing Azure AD SSO
- Upload SSO Partner Certificate. The SSO partner certificate is issued by Azure.
- Azure AD Identifier. The Identifier is issued by Azure
- Stripe Keys (Public and Private). If you want to charge respondents for assessments using the system, register with stripe.com and record your keys here. For testing enter the test keys, when in production, enter your production keys. Read for Details of accessing your Stripe keys at Stripe.com.
- API Key. This key is required if you are going to use the API to access the system (either directly or via Zapier). Click the + sign for the system to generate a key. Be aware that if you click the + sign again the system will generate a new key and any existing integrations will then be invalidated.
- Respondent portal Top and Bottom Banner colors. Specify the color code for the banner at the top and bottom of the respondent portal and / or the 360 Report Initiation Screen. Normally this would match the background color of the logo or image you specify for the top of the respondent portal screen / 360 Initiation Screen (by adding an entry to the graphic table with the type of Respondent Header or Footer). The banners will be the full width of the screen.
- Default Color. This is the color used by the administration and assessment managers portal. The colors for the response are set on the assessment screen.
- Suppress Response Ratings. In the Dashboard, do not show the Response Ratings. This would normally only be set if the response ratings are not used in the assessment.
- Suppress Section Ratings. In the Dashboard, do not show the Section Ratings. This would normally only be set if the section ratings are not used in the assessment.
- Suppress Subsection Ratings. In the Dashboard, do not show the Subsection Ratings. This would normally only be set if the subsection ratings are not used in the assessment, for example there is only one subsection per section.
- Suppress Question Answers. In the Dashboard, do not show the Question Answers. Normally this option wouldn't be taken, it is included for completeness.
- Suppress Segmentation Ratings. In the Dashboard, do not show the Segmentation Ratings. This would normally only be set if the segmentation ratings are not used in the assessment.
- Suppress Respondent Detail. In the Dashboard, do not show the Respondent Level Detail. This would normally only be set if there was a confidentiality requirement.
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