In this article:
Add or Deactivate a User
To add a user to a participant's profile:
- In the participant's profile, click the Users tab.
- Click the ADD A USER button.
- In the ADD A USER box, type the user’s email address.
- Click the SUBMIT button.
- A welcome email will automatically be sent to the user with instructions on how to set their password and sign in.
To deactivate a user in a participant's profile:
- In the participant's profile, click the Users tab.
- Click the email address that you want to deactivate.
- Click the DEACTIVATE button.
Reset Password
If a user forgets their password, they may reset their password themselves by clicking on the Forgot your password? link from the main login screen.
However, you can also send them a password reset email on your own. Please note that for security reasons you cannot set a password for them. A user must set their own password through the link emailed to them.
To send a password reset email, navigate to the Users tab, select the user and click the Send Password Reset Email button.
Notifications
To review all email notifications sent for a participant, navigate to the Notifications tab. An empty circle indicates that the message has not yet been opened, and a green checkmark indicates that the message has been opened and read.
Click on the specific notification to view additional details, including a timestamp indicating when the message was opened.
To resend an email, select the message and click the Re-Send button.
Send Message
To send an individual message to a participant, navigate to the Notifications tab and click the Send Message button.
