The “People” section is where to view, manage and add people to the Assessment. There are two ways to add people.
The first is “Add From Directory”.
Here is where to add a person from the company as an “Executive” or “Staff” permission level. The names that appear on this list are people who are already part of another Strategic Initiative within the company or are from the imported Company Directory.
In the “Filter” column on the left hand side of the page, the list of people can be filtered by Report Fields.
To add a person as an Executive or Staff, check the box next to their name. One or multiple people can be selected at a time. On the right hand side of the page, select the “Role” that will be assigned to them from the dropdown list and click the “+Add People'' button. When the “+Add People” button is clicked, the names will disappear from this list and will now appear in the “People in the Assessment” section. If that person has not registered yet when the “+Add People” button is clicked, an email invitation will be sent to them with a link to register. If the person is already registered in the application when the “+Add People” button is clicked, they will immediately be granted access to participate in the assessment.
The second way to add people is “Add Manually”.
Here is where a person can be added to the Assessment who is not listed in the Company's Directory as an “Executive” or “Staff” permission level. There are two options for adding people manually. The first is “Individual”.
In the grey box, enter the email address of the person who needs to be added and press return on the keyboard. Return must be pressed in order to hold the value. As many emails as needed can be entered.
Just remember to press return after each email address to hold each value.
Once the email address has been entered, select the “Role” that will be assigned to them from the dropdown list and click the “+ (add) People” button.
When the button is clicked, an email invitation to register will be sent out. The email addresses have disappeared from this list and will now appear in the “People in the Assessment” section.