Managing Your Organizations and Participants

How to manage your CCAT organizations.

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Written by TCC Support
Updated over a week ago

As a facilitator, you have the ability to add new organizations, add participants, update contact information, send reminder emails, and reset passwords.

Adding New Organizations

  • From your Home page, click "Organizations" on the left-hand panel.

  • Click the button for "Add Organization."

  • 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'll need to contact

  • Save the new organization. The organization should show up in your list.

Adding Participants

  • On the Organizations page, find the organization you're 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.

Updating User Information - 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

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

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