Configuring Location Assist

About Configuring Location Assist

Brand Administrators and other users with the relevant permission can manage how Location Assist appears to users. This includes choosing which tabs are displayed, and which content is displayed within those tabs.

Users with the permission to manage Location Assist can also activate and deactivate it for their organization. Once Location Assist is activated, any changes will impact all users in the organization. For more information on accessing and navigating Location Assist, see Location Assist Overview.

Accessing App Configuration

Once you have the necessary permission to configure Location Assist for your organization, you can access it from the App Configuration menu.

1. Using the global navigation menu in the top left, go to App Configuration.
   
2. Select Location Assist from the Apps list.
   

Settings Tab

In the Settings tab you can customize which tabs appear in your Location Assist app, as well as the content of those tabs. For more information on the available customization options, see Settings Tab (Location Assist).

1. Add support contact: Enter a contact email from your organization to appear in the help menu.
2. Tab: Homepage: Customize the appearance of the Home tab, including adding actions and key metrics.
3. Tab: Check insights: Select a CX dashboard to use within the Check insights tab.
4. Tab: View feedback: Select a CX dashboard to use within the View feedback tab.
5. Tab: Manage tickets: Enable the Manage tickets tab or hide it from view.
6. Tab: Action Planning: Select a CX dashboard with action planning set up to use within the Action Planning tab.
7. Tab: Survey invitations: Select a CX dashboard to use within the Survey invitations tab.
8. Deactivate App: Deactivate Location Assist for your organization.

Design Tab

In the Design tab you can customize the appearance of your Location Assist header to match your organization’s branding.

Add Logo

Here you can upload a logo that will appear in the header across every component of Location Assist. Enter the URL of your logo and click Upload.

To use a logo from your Qualtrics library, upload the image and copy the graphic URL. For more information, see Adding a Graphic and Library Options.

Customize Color

Here you can add a custom color to the bottom of your header. Select Customize color, then select a color from the dropdown, or enter a specific hex code or RGB code.

Messages Tab

In the Messages tab you can select a message to appear to all users as a banner on the Home tab. You can choose the default message, create a custom one, or select no message.

To edit the custom message, select Edit Message. You can then edit the headline and message body. You can also add a direct link to another tab within Location Assist, or a custom link.

To add a message expiration, select Set message expiration, and enter an expiration date and time. Once the message expires, it will reset to the default message.

Previewing Location Assist

When you’ve finished configuring Location Assist, you can enable a preview for users with the Manage Location Assist App permission before it is available for your whole organization.

1. Within Location Assist, click Launch Preview.
   
2. Click Activate.
   
3. Now that the preview is active, other users with the Manage Location Assist App permission will be able to view Location Assist, and any changes you make will be visible to them.

Activating Location Assist

After activating the preview of Location Assist, you can activate it for your organization. Note that it will only be visible to users with the permission to access Location Assist.

1. Within Location Assist, select Activate.
   
2. Click Activate.
   
3. Once Location Assist is active, select Publish Changes to publish new changes to all users. Select Revert to published to go back to the last published version of the app.
   
   Qtip: Any changes you make will be autosaved, but they will not be live to users until you click Publish Changes.

For information on deactivating Location Assist, see Deactivate App.

Sharing Location Assist

To share Location Assist with individual users or a whole user type, assign them the necessary permission within the Admin tab.

Note that each tab will retain the user access and data restrictions that are already in place. Users must also have the relevant dashboard selected for each tab shared with them to be able to view it.