Introduction

The Customer Settings page is available to Admin users under the Settings header in the sidebar menu.

The page includes the following tabs:

• General Settings: General settings, including Reporting Grouping Keys for the Dashboard
• Customer Credentials: Authentication credentials for Basic Auth and the PIN for the Prompt Recording IVR
• IP Whitelists: Allows you to secure your Feedback organization by only servicing requests from defined sources. 
• Phone Connections: Settings related to Voice and SMS phone numbers
• Branding: A place to upload your logo to customize the UI
• Integrations: Options for third-party integrations, including OAuth and authentication methods
• Survey Restrictions: Survey restriction rules to limit the frequency at which Mindful will send specific surveys to specific customers
• Payments: Top up credits for survey capabilities such as SMS and Voice
• Reporting: Allows you to add Reviewed Note keys and values to Mindful Feedback reports and to redact PII from open-feedback responses.