Enabling Reporter Survey Participation

Overview

A reporter’s account status must be Live and marked as 'Yes' in the Survey Participation field for that person to access surveys launched in your Impact Suite.

Changing a reporter's Survey Participation to Yes will also allow you to connect the reporter to any currently available surveys (active or in an extension period).

Enabling Survey Participation: En Masse

To update a reporter's Survey Participation status:

1. On the left, in your Mission Control, click Reporters, Admins, & Sites.

2. On the right, click Manage reporter accounts.

3. Select the check boxes alongside reporter names.
   

4. In the “Select action” drop-down menu, find the Survey Participation section.  
   

5. Choose Add Selected (#). The number confirms the total number of reporters that you have selected.

6. If there are currently available surveys, you will see a pop-up window asking which surveys you would like to connect the reporter to, like this:
   
   

    To disable survey participation for reporters, follow the same steps as noted above, but select the Remove Selected (#) option.
   
   When disabling surveys from accounts you will be able to disconnect currently available surveys that the reporter has not yet completed. You will see a pop-up like this:
   
   
   
   

Updating Survey Participation: From the Reporter's Profile

A reporter’s account status must be Live and marked as 'Yes' in the Survey Participation field for that person to access surveys launched in your Impact Suite.

Changing a reporter's Survey Participation to Yes will also allow you to connect the reporter to any currently available surveys (active or in an extension period).

To update a reporter's Survey Participation status:

1. On the left, in your Mission Control, click Reporters, Admins, & Sites.

2. On the right, click Manage reporter accounts.

3. Select the name of a reporter and their profile will open. 

4. Open the Name & Contact Details panel by clicking on the green triangle.

5. Choose Add Selected (#). The number confirms the total number of reporters that you have selected.

6. Find the Survey Participation field and click on the pencil icon. A window will open
   

7. Under Survey Participation, use the drop-down to select Yes, and click Update.
   

8. If there are currently available reports, you will see a pop-up window asking which reports you would like to connect the reporter to, like this:
   

    To disable survey participation for reporters in their profile, follow the same steps as noted above, but select the No in the pop-up window.
   
   When disabling surveys from accounts you will be able to disconnect currently available surveys that the reporter has not yet completed. You will see a pop-up like this: