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Setting account settings and customisations
Setting account settings and customisations

How to check and update your account settings and customisations

Lucy Harvey avatar
Written by Lucy Harvey
Updated over 2 years ago

Employees

  • Add employees

You can add new starters from within your settings page. Read more on this here

  • Add admins

You can add new admins from within your settings page. Read more on this here

  • Manage segments

Use this segment to add, delete and merge segments to keep your data clean and tidy 🧹. For example, if you have created duplicate segments such as 'HR' and 'Human Resources' you can edit and merge them here to make sure your data is accurate. It is also an easy way to make sure the numbers look right across your segments, and that your data is up to date.

Categories

Categories are used when managing messages and incidents, to help you build up a picture of the trends in the types of subjects your employees are speaking up about.

We add a list of default categories automatically into your account to help you get started, but you can tailor them to suit you here.

Locations

Locations are used to add extra detail to messages and incidents. You may wish to understand where messages happen to help you understand how you can better support your team - locations will help you do this.

Locations are based on how your team is structured. Some examples from our own account are: Manchester Office, Berwick upon Tweed Office, Working from Home, Conference/Event.

Preferences

Within this section you can adjust settings for your Stribe account so it better suits your organisation.

  • Time Zone - Adjust your timezone to match where your organisation is based.

  • User Roles - These are related to the three profiles that exist within Stribe. As default, they are set to 'Employee' and 'Admin'. You can adjust these to better suit the language within your own organisation! For example, some of our customers adjust 'Employee' to 'Colleague'.

  • Alarm Hours - These are automatic reminders that are sent if a message hasn't been responded to in a set amount of time. We set these to 72 hours as default, but you can change these to best suit your working style.

  • Message Notes - Message notes are a great way to add private information to an employee's message that can’t be seen by the employee themselves. For example, if an employee uses Stribe to talk about their mental health, and you wish to 'draft' a reply to them and get a linked admin to check your reply before sending it. This is a great way to do that.

  • Auto Assign - Turning auto-assign on will mean that new messages will be automatically assigned to admins in a round-robin fashion. Turning this off will ensure all new messages sit within the 'unassigned' section within 'messages'.

Site-Wide Message

Site-wide messages are displayed within the employee homepage when they log into Stribe. You can use the site-wide message to give information to employees that may be useful for them when they visit their employee homepage. For example, you may want to use it to explain why you're rolling Stribe out and what your employees can use it for, sign-post to relevant resources or even the hours you'll be checking Stribe and replying to messages.

If in doubt, pop the Stribe team a message using the speech bubble icon in the bottom right of your screen. We're always happy to get a message from our favourite people 😊

If you cannot see the the permissions mentioned in this article, it means that you do not have the correct permissions to view them. Contact your main system Administrator to gain permission for this action.

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