Listening Event Platform Settings Overview (Platform Admins Only) | Point-In-Time & Lifecycle

The Perceptyx Platform provides a central location for platform administrators to manage default settings for Point-In-Time and Lifecycle listening events. The Platform Settings area in the Admin Portal includes a Listening Events option that provides access to default system and demographic settings, global user management, and event and notification templates.

This article walks through:

• Access Listening Event Platform Settings
• Overview of Listening Event Platform Settings

Access Listening Event Platform Settings

As a platform administrator, you access listening event settings from the Listening Events section of the Admin Portal.

1. Log in to the Perceptyx Platform.

2. In the navigation bar, click the Gear icon.

The Admin Portal dashboard appears.

3. In the Platform Settings section of the left panel, click Listening Events.

Overview of Listening Event Platform Settings

This section provides a brief overview of the available listening event settings and links out to detailed how-to articles for each one.

System Settings

System settings control global defaults that apply to all listening events, such as minimum response thresholds, availability of the Demographics page, available reporting languages, and more.

For details, see the Work with System Settings (Platform Admins Only) | Point-In-Time & Lifecycle article.

Demographic Settings

Demographic settings facilitate the mapping of HRIS fields and enable you to manage demographic filtering in Advanced Reporting, enable pasting of large lists when using a demographic field for bulk invites, and define the order in which select demographics display in the Invitee table.

For details, see the Work with Demographic Settings (Platform Admins Only) | Point-In-Time & Lifecycle article.

User Management

The User Management feature enables you to add Admin, Creator, and Reporting users to the platform and assign access to specific listening events.

For details, see the Manage User Roles and Access (Platform Admins Only) | Point-In-Time & Lifecycle article.

Event Templates

Create and manage reusable templates for listening events. Templates provide a consistent starting point for event content, style, and structure.

For more details, see the Create and Edit Event Templates (Platform Admins Only) | Point-In-Time & Lifecycle article.

Notification Templates

Manage the email templates used to communicate with event participants. You can create templates from scratch or modify existing ones.

For more details, see the Create and Edit Notification Templates (Platform Admins Only) | Point-In-Time & Lifecycle article.