As a report owner/organisation admin: How do I find out what role I have ?
- Once logged in click on the cog symbol (manage team) next to the survey that you want to add someone to.
- A screen will open with 4 tabs (Schedule, Users, Report Users, Questions)
- Click on the Users tab, displayed on this tab are the names and emails of everyone registered to receive the check in under that team.
- Click on download the upload template - this will download a very simple excel spreadsheet for you to complete
- Complete the excel spreadsheet with the forename, surname and email of the people you wish to add to the team (leave the Role column blank) and save it then either
a)If you want to add the names from the spreadsheet to the existing listed users choose file and navigate to your saved spreadsheet or
b)If you want to overwrite the existing listed users completely with those on your spreadsheet tick the replace users? box and then choose file and navigate to your saved spreadsheet
The users tab will update to show the new users you have entered and they will be included in the next check in.
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