Organization Settings

The Organization Settings in Fuel Cycle include tabs for Details (organizational strategy, contacts), Defaults (author, incentives, activity points), User Management (moderator permissions), Invites (adding moderators), Teams (creating, renaming, deleting teams), Integrations, and Global Chart Settings (default chart types, layout, logos, and color palettes). Teams can be assigned to restrict activity visibility, and Chart Settings apply across reports unless customized.

To access Organization Settings, click the gear button in the upper right. By default, you should land on the Details tab. 

Details

The Details tab serves as a central place to store and update the account’s organizational strategy and goals. Manage the following information on this screen:

• Organization Strategy
• Audience Description
• Research Roadmap
• Moderator Tone
• FC Key Contacts
• Client Key Contacts

Defaults

The Defaults tab allows moderators to update universal information, which automatically populates when creating an activity. Manage the following information on this screen:

• Author (required)—Set a default author whenever an activity is created.
• Incentives (required)—Maximum points a person can earn from actions taken in this activity.
• Customize Activity Points—Set specific points for different actions within this activity.
  • Uploading files
  • Commenting on an uploaded file
  • Successfully completing a survey
  • Disqualifying from the survey

User Management

To access the moderator management screen...

1. Click on your account name in the upper right.
2. Click Organization Settings.
3. Click the User Management tab toward the top of the screen.

Moderators who have permission to invite other moderators have access to this screen. This page contains a table with the following columns:

• Email
• Join Date
• Status
  • Active
  • Disabled
• Permissions (Enable/Disable permissions to manage teams or other moderators)
• Disable Button

Invites

The Invites section in Organization Settings lets you add new moderators to your Fuel Cycle community. It's essential for managing access and ensuring the right team members have the tools they need to engage with your community.

1. Click on your account name in the upper right.
2. Click Organization Settings.
3. Click the Invites tab toward the top of the screen.
4. Click the Invite Moderators button.
5. You have the option to invite one person or multiple people during this step:
   • Invite One—Enter the email address of the person you want to invite.
   • Invite Many—Click the slider button to Send Multiple Emails then enter all emails simultaneously, separated by commas.
6. Set the Permissions that your invitee(s) should have. If inviting many at one time, all will have the same permissions.
7. Click Send Invites to send your invitations.
8. Click Close to finish the process.

Teams

Create Teams

Gather specific moderators into a team. Then, assign teams to particular activities. Activities with teams assigned to them are only visible to the team members. Activities with no teams assigned to them are visible to all moderators in that organization.

To create a team...

1. Click the + Create Team button in the bottom right.
2. Give the team a Name (50 characters or fewer) and an optional, detailed Description (200 characters or fewer).
3. Click the Next button.
4. Add members to your team. Search for their name or email address by typing in the blank field at the top of the modal window.
   

   This member search is "fuzzy" in that it will find what you type within all member names and email addresses. What you type may not be at the beginning of the name or email address.

5. Select the checkbox to the right of their names to choose whom to add to your team.
6. Click Add to add them to your team.
7. Click Save to retain all member updates for your team. Click Cancel to exit without saving any team at all.

Rename Teams

To rename a team...

1. Click on the dots icon to the right of the team name.
2. Click Rename Team.
3. Retype the team name. You may also add or edit a description of the team as well in this edit screen.
4. Click Save to retain your updates. Click Cancel to exit without saving any updates at all.

Delete Teams

To delete a team...

1. Click on the dots icon to the right of the team name.
2. Click Delete Team.
3. Click Delete to confirm you want to delete the team or click Cancel to avoid deleting the group.

NOTE: Teams assigned to activities cannot be deleted.

Integrations

This tab shows a list of integrations that are enabled or available for this account.

The previous Legacy application action, Force Qualtrics Panel Update, can now be found on this screen.

Global Chart Settings

The Global Chart Settings tab lets you configure default visualization options for quant reports. These settings apply across all applicable chart types unless customized elsewhere.

Overall Layout

Default Chart for Quant Report by Question Type

For each question type, choose a default chart format. These settings apply when multiple chart types are available for a question. If a question type supports only one chart, that option will be used automatically.

Note: These preferences determine how charts display by default. You can override them within individual reports.

Table & Chart Layout

Y-Axis Settings
Set Y-axis behavior for consistent chart scaling:

• Upper Limit: Dynamic (default)
• Interval: Increments of 5

X-Axis Settings

• Fit-to-window: Toggle this on to auto-scale charts horizontally for easier viewing.

Shared Report Settings

Choose which logo appears on exported or shared reports:

• Fuel Cycle Logo
• Community Logo (default)
• Company Logo (uses uploaded branding)

If your community is unbranded, selecting the Community Logo adds Fuel Cycle branding to reports.

Color

Chart Colors

Select a preset color palette for all charts. This affects how data series appear in both bar and pie charts:

• Classic
• Dark Eclipse (default)
• Warm Sunset
• Bright Sunrise

Preview your selection in the chart preview panel. Colors are applied in order, left to right, and are designed for optimal contrast.