As Organization Lead, you are responsible for tracking the progress of your organization. Once all the participants from your organization have been set up in the survey taking system, you will have access to update their emails and add additional survey takers if necessary. See below for instructions.
Adding Participants
Click the Participants tab.
Click + Add Participant.
Fill out their contact information.
Click Add Participant to save the new user. Once saved, they will automatically receive an email with instructions to access the CCAT Survey.
Re-inviting Participants
Occasionally, you may need to re-invite participants if they lost their original welcome email.
Navigate to the Participants tab.
Click on the participant you would like to re-invite.
Scroll down to the bottom of their profile.
Under the "Administrative" section, click Resend invite.
If your participant still does not receive their welcome email, please contact ccathelp@tccgrp.com or review our article on troubleshooting user not receiving welcome email for assistance.
Suspending Participants
Occasionally, you may need to suspend a participant if you invited them by mistake or no longer want them to complete the survey. You might also wish to suspend a participant who has not completed the survey if you would like to proceed with generating your report.
Suspending participants will remove any survey data they've input, so please check that the participant has not started the survey before you suspend them. If they have completed a portion of the survey, they may still submit it in order to have their answers factored into your organization's report.
Click the Participants tab.
Click the user's name who you would like to suspend.
Scroll to the bottom of the page to the Administrative section.
Next to status, click Suspend.
Reactivating Participants
Click on the Participants tab in the left-hand navigation panel. You will be brought to a table with all of your organization's participant information.
Click on the name of a participant you would like to re-invite; you will be brought to the user's account management page.
On the Profile tab, scroll down to the Administrative section. Next to the Status section, click the Reactivate button. You will be asked to confirm or cancel your action. The user's status will change from "Suspended" to "Pending" and an email will automatically be sent out to the email address on the account.
Updating Email Addresses
On the left-hand panel, click the Participants tab.
Click the user's name whose information you would like to update.
Edit their email under the Profile section.
Click Save Profile.
Other questions? Please contact our Help Desk at CCAThelp@tccgrp.com.