As a CCAT® Facilitator, you have the ability to add new organizations, manage participants, update contact information, send reminder emails, and reset passwords.
Adding New Organizations
From your Home page, click "Organizations" on the left-hand side of your navigation panel.
Click the "Add Organization" button.
Type in the new organization's name. Note: If you are re-administering the CCAT to organizations that have previously participated in the CCAT, you will need to contact CCAThelp@tccgrp.com.
Save the new organization. The organization should then show up in your list.
Adding Participants
On the Organizations page, find the organization you are looking to modify. Click on the link to "Manage Participants" next to the organization's name.
Click the "Add Participant" button, then fill out the participant's information.
Click the blue "Add participant" button to save the new participant.
IMPORTANT: When you save the user's information, they will automatically be sent an email that will contain information on how 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 Update Profile.
Note: If a participant’s name is entered incorrectly, only the participant can update it. For security reasons, neither Vertical Change nor the CCAT Help Desk can make name changes.
Sending Reminder Emails
If you need to send a reminder email to a participant:
On the left-hand panel, click the Participants tab.
Select a user by clicking the checkmark next to the user's name.
Click the "Email Selected" button
Add a name for your email campaign (Ex. "Reminder"), and select the "Reminder" template.
Click Send Email.
Resetting a Password
On the left-hand panel, click the Participants tab.
Click the user's name whose password you would like to reset.
Scroll down, and under Administrative click Send Password Reset Email. You'll be asked to confirm the password reset by selecting the blue checkmark.
Adding Notes to an Organization
You can add private notes to an organization to keep track of relevant information. On the Organization's page, select the "Notes" tab. Type your notes into the text box, then click "Save." The notes will display at the bottom of the page.
These notes are NOT visible to the Organization. You can export all Notes to a CSV file, by clicking "Export to CSV."
Other questions? Please contact our Help Desk at CCAThelp@tccgrp.com.