2. Help‎ > ‎2.1. Projects‎ > ‎

2.1.1. Project Settings

    Users&Feedback

    This section in its turn consists of several subsections which enable you to view and handle information about your feedbacks and users in a convenient way:

    1. Requested Features - display last 10 requested project features. To view all requested features click on"View all" at the bottom of features list. Here you can see the quantity of votes and comments for each feature as well as its author and status. Also, it's possible to see its last update, edit or delete feedback. You can search for feedback by any of the following parameters: feedback subject, description, author, whom its assigned to, feedback type, status, and submitted date.
    2. Submitted Bugs - display last 10 submitted bugs. To view all submitted bugs click on "View all" at the bottom of bugs list. Here you can see the quantity of votes and comments for each bug as well as its author and status. Also, it's possible to see its last update, edit or delete feedback. You can search for feedback by any of the following parameters: feedback subject, description, author, whom its assigned to, feedback type, status, and submitted date.
    3. Beta Users - here you can view the list of your beta users, their e-mails, projects assigned to each separate user, whether the user is active or inactive (user is considered inactive if he has not followed the activation link sent to him by e-mail), actions (allows you to attach and detach user to/from your projects). Beta Users has two subsections: Invite Users and Export User.
    • Invite Users - when you click on "Invite Users" you will be taken to Beta Users Invitation Wizard. You will be able to send an invitation to your users/partners/customers in a few simple steps
   1) Select the projects you want to invite users to join
    2) Add emails of people you want to invite to join the selected projects
   
3) Preview the list of emails the invitation will be sent to
   
4) Review email template and make changes if needed. When you're done - proceed to send
   
5) You will be notified that e-mails were sent successfully
  • Export Users - this function enables you to export users list to .csv file. Users are exported in "first name", "last name", "email" format
    4. Reports - this section can also be accessed from main Projects page. For detailed section description please see Project Reports section.
    5. Public Forum - is a place for your users to leave and discuss project feedback. You can view top, most voted features, latest suggestions, confirmed and implemented ones.

    Management


     This section enables you to conveniently manage your project details. It consists of the following subsections:

        1. Edit - allows you to edit project details such as: project name, short name, description, project logo, site URL, set project policy and other settings:
    • Name - is a required field. Allows you to name your project
    • Short Name - also is a required field. Please note that this field can not be updated so be careful with short name you have chosen for your project
    • Logo - allows you to upload projects logo. The size of the logo should be 300x100px. If the uploaded logo is larger or smaller it will be resized to fit the required size. Supported formats: JPG/GIF/PNG. You can also preview your current logo.
    • Description - enables you to enter short description of your project (10-250 characters)
    • Site URL - provide complete URL to your project web site
    • Policy - allows you to set accessibility rate of your project as Public or Private
      Public - can be accessed by anyone who wants to become a beta tester of your project
      Private - can be accessed only by users invited by you or managers of the project
    • Settings - by checking the corresponding check box you can:
      Enable anonymous voting - users will be able to vote for the feedback anonymously, not having to register
      Enable users auto-improvement - users will automatically join the project and will be able to leave feedback right away. If this option is disabled they will have to wait for approvement and e-mail notification with an explanation why they were approved (or disapproved). Project owner or manager will get the notification whenever new user wants to join the project and approve or discard them accordingly.
    Allow users to invite their friends - gives users the ability to send invitation emails to their friends asking them to join the project.

        2. Notifications - by checking the corresponding check box you can chose what actions you would like to be notified about. You can select to get notification when: anonymous feedback was added, new user registered to project, user leaves project, new feedback is added on the project's forum, feedback status changed.
    3. Managers - enables you to see the list of managers who have access to your project, can change its details and manage feedback. You can also add new manager to the list.
    4. Delete Project - allows you to delete the project with all assigned data.

    Integration


This section allows you to easily integrate BetaEasy with your web site/software. It has the following subsections: Feedback form, Signup form, API Access Key

        1. Feedback Form - takes you to feedback form editor which allows you to choose the design of your feedback form and insert it to your web site. It consists of three tabs:

    • Badges - enables you select badge color and placement on your web site (left/right side) and preview how it will look on the site
    • Themes - allows you to select a theme for your feedback form and preview it
    • Get Code - you need to copy code which is displayed to insert feedback form on your website. You should insert the code right above the ending of </BODY> tag. If you perform changes to existing website there will be delay up to 24 hours until your changes will be applied. Remember to save settings when you're done
    2. Signup Form - takes you to signup form editor which has two tabs:
   
3. API Access Key - here you can get API key to integrate your application with BetaEasy
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