Participation updates

Adding people to receive participation updates once an engagement is launched.

Once an engagement is launched, a person can be added to "Participation update". This allows the user to receive a participation report in their inbox either daily or on specified days.

You can also configure your participation update report to be sent out automatically rather than on fixed dates.

Engagement Data Access

Allowing people to view certain dashboards and export data

The Data access section allows you to add users to view dashboards and to export data and comments. You can add a number of individuals per your engagement requirement. It is usually client teams (at the organizational level) who handle data, but there are times when a client wants to view and cut data by segmentation/demographics. In these cases, they can be given access to their data set.

Go to your Engagement, and below the "Set Up" section, click the "Manage" section. Follow the steps given below.