Managing Your Organizations

How to manage your CCAT cohort.

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Written by TCC Support
Updated over a week ago

As Cohort Lead, you have the ability to manage your organizations. Once they have been set up in the survey taking system, you'll have access to add new organizations, update Organization Lead contact information, and reset passwords. See below for instructions.

Adding New Organizations

  • On your dashboard, click Add New Organization.

  • Type in new organization's name. Note: If you are re-administering the CCAT to organizations that have previously participated in the CCAT, please contact

  • Save new organization.

  • Click on Manage Participants.

  • Show participant list, and click Add Participant.

  • Complete participant information. 

  • Save new user. Note: When you save the user's information, they will automatically be sent their initial email that will contain information on how to access the CCAT Survey.

Updating User Email Addresses

  • 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

If you need to resend their initial email:

  • Click the Participants tab.

  • Check the mark next to the user's name.

  • Click the three lines at the top right of the Participants grid, and click Email Selected.

  • Add a name for your email campaign (Ex. "Reminder"), and select the New Participant User Email template.

  • Click Send Email

Resetting Password

  • 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.

Other questions? Please contact our Help Desk at

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