🚩 Only applicable to agencies with the participants feature enabled.
Change a participant user's permission set
When you add a new participant user, you assign them a permission set when you send them an invitation.
To change the participant user's permission set, click on the Participants button in the lefthand navigation menu.
Then click on the name of the participant user.
On the participant's Profile tab, find the Permission set option, under the Administrative section.
Click on the drop-down and choose from one of the sets that have been created by your account owner.
Once you select an option from the drop-down menu, the set will automatically save (no need to press a save button), and you will receive a success message at the top of the page.
Change a participant user's program and form access
To give a participant user access to a specific programs and forms, while still on the participant's Profile tab, click the Programs tab.
Check the checkbox next to each program to give the user permission to administer forms for that program. You may also check Toggle selection of all programs to select or deselect all available programs.
Click the Forms tab.
Click the dropdown list to Select program, then choose a program to determine which forms in the program the participant user should have access to.
Click the checkbox next to each activity or assessment form linked to the selected program. You may also check Toggle selection of all forms to select or deselect all available forms.
Click the dropdown list to select another program and repeat form selection.
Note: The program and form access is saved automatically when each checkbox is selected.