How to Perform Mass Actions – Results Access

Overview

*This feature will be available on July 5th, 2021.

Admins have the choice to share participant assessment results with the participant and any stakeholders already invited to the platform. Access may be set up at any time from invite and at any assessment stage. Users will receive the results automatically once available.

This article explains how to share participants’ results with participants and stakeholders in bulk using mass actions.

*Any results sharing settings you set up using mass actions can be changed later.

Instructions

1. In Users, click the Participants tab.

2. Use the filter to narrow down your search results, then click Go.
*Tip: Use the stakeholder search bar to narrow down results to those participants who have had their results shared with a particular stakeholder.

3. Select the checkboxes next to participants who you would like to perform the mass action on.
*Tip: To share results with stakeholders the selected participants must share the same partner/client.

4. Click on the Results Access button at the top of the table.

5. Select +Share access or -Remove access in the drop-down menu.

5. Follow the instructions in the dialogue box, and then click Save.

Share Access:

Video shows an admin giving a stakeholder access to the results of two participants.

Remove Access:

Video shows an admin removing stakeholder and participant access to results. The admin then gives the results back to the participant.

Troubleshooting

Problem: When I click ‘Share access’ and uncheck the first checkbox that says “Give 1 participant access to their own results when available” it does not remove the participants access to their own report.
Solution: Use the ‘Remove access’ option under the ‘Results Access’ button. Unchecking the box in the ‘Share access’ window simply keeps the system from sharing results for any selected participants who already did not have their results shared with them. Any who already had their results shared with them will remain as-is.

Problem: The stakeholder sharing section is grey and I can’t click it.
Solution: Check that the participants you selected are under the same partner or client account. Participants must be under the same account to select stakeholders to share results with.