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Configuring Site Settings

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Molly
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Overview

The Site Settings area of your site allows administrators to configure global options and features that define how the platform behaves for all assessments, users, and respondents. This is where you control key site details, enable or disable features, customize global content, and manage integrations.

On this page

To access Site Settings:

  1. Click Administer in the left menu
  2. Select Site Settings
  3. Use the tabs at the top to navigate between different setting categories

A. General

The General tab contains essential site-wide settings that identify and configure your Brilliant Assessments instance.

  1. Site Name: This field is used for identification by support only. It is usually assigned by you initially when you set up the trial. If you need it to be changed, contact Brilliant Assessments support.
  2. Domain Name: The full URL where your assessment platform is hosted (e.g., https://yoursite.brilliantassessments.com). This field is non-modifiable. Please contact support if you want to access the product with a different domain name. Read more on How to use your domain.
  3. Site Code: A unique identifier used in the Merge Manager to identify your site. This code is used internally for technical operations.
  4. Timezone: Select your timezone and the times and dates of responses will be shown in that timezone. This affects how dates and times are displayed throughout the platform, including scheduled assessments, reports, and email timestamps.

B. Features

The Features tab provides access to various platform functionalities. When you click on Features, you'll see multiple sub-tabs for different capabilities, but only those you have enabled under Features > General will be visible. This keeps your interface focused on the features you're actually using.

  1. General: The General tab allows you to enable or disable major platform functionality. Once enabled, each functionality will have its own configuration tab. Read more about Features > General.
  2. Email Templates Manage global email templates used across the platform. They are not assessment-specific templates. Read more about Global Email Templates
  3. Site Text Manage global text used across the platform. It is not assessment-specific site text. Read more about Site Text.
  4. Media Manage global media assets such as images, logos, and files for use across assessments. Read more about Media
  5. Default Answer Groups Define reusable sets of answers that can be applied across multiple questions. Read more about Default Answer Groups.
  6. AI Prompts Manage AI prompts used for AI-assisted assessment building. Read more about Building Assessments Using AI Suggest.
  7. Legacy Options Contains settings that are largely obsolete and should not be modified unless necessary. This tab provides access to older functionality for backwards compatibility. Read more about Legacy Options.

C. Users

The Users tab manages global user-related settings that affect how administrators and users interact with the platform.

  1. Hide Startup Page: At the start of your 14-day trial, a startup page with setup guidance (such as logo upload prompts) will appear. When enabled, the startup page will no longer appear.
  2. Block Support Access: If this box is selected, Brilliant Assessments support personnel cannot access your site.
  3. Use 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
  4. Use 2FA for Managers: Requires Assessment Managers to use two-factor authentication (via Authenticator App or Email). While 2FA is compulsory for all Admins, this setting makes it mandatory for Managers as well. This is particularly relevant when using Partner Portal functionality.
  5. Use 2FA for Respondents: Requires respondents to use two-factor authentication when accessing the Respondent Portal.
  6. Days for 2FA Grace Period: Sets the number of days users can delay 2FA setup by clicking "Set up 2FA later." After the grace period expires, users must complete 2FA setup to continue accessing the platform. Set to 0 for immediate enforcement.

D. Stripe & API

The Stripe & API tab is where you configure payment processing and integration settings that connect your platform with external services.

1.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. Read more on API.

2. & 3.Stripe Keys (Public & Private or they can also be known as Site and Secret) - 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 more on integrating with Stripe

4. & 5.Challenge (Recaptcha) Private and Public Keys (or also known as Site and Secret Keys) - only if your URL is not a subdomain of brilliantassessments.com and you have either enabled the Challenge Response on External Initiation or on All Initiations (under Assessment Settings), you will need to create a Recaptcha account with Google and load the keys here.

E. Email Settings

The Email Settings tab manages the technical infrastructure for how the platform sends email communications. Read more on configuring email settings.

  1. Email Send Method. enables you to choose between SMTP and Gmail
  2. 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. NB If you are setting up Gmail there are extra steps required : Read More
  3. 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.
  4. SMTP Port. This will be available from your email service provider. In most cases, it is 587.  
  5. SMTP SSL Enabled. This will be available from your email service provider. In most cases, it is selected.
  6. SMTP User Name. We recommend that this is the same as your email address.  It will be available from your email service provider.
  7. SMTP Password. This will be your email password, or in the case of Gmail, the application password allocated.

F. Design

The Design tab allows you to customize the visual appearance and branding of the respondent experience and administrative interface. Read more on Design Settings.

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