Pinsight

Pinsight

  • Hiring
  • Development
  • Succession
  • Virtual Assessment Center
  • Resources
  • Get Started
  • Sign In
Back to Knowledge Base home
User Type
Admin
Product
People Analytics
Tags
EID, ID, identification number, identifying number, manage participants, organize, participant ID, participant profile information, search

How to Add Identification Numbers to Participant Accounts

(applicable user(s): admins)

This upcoming feature will be live on the platform on October 5th!

Overview


The Pinsight platform allows admins to add an identification number to a participant account. You can use the ID to search for participants in the platform. This article explains how add an ID number, and how to search for it.

Outputs and permissions:

The ID does not show in the analytics report PDF or in the online analytics reports.

The ID does show in the search results under the participant’s table entry in both the analytics module and the users module.

Participants and assessors cannot see IDs.

Stakeholders can see IDs, but cannot add, edit, or delete them.

Admins can see, add, edit, and delete IDs as long as the participant is under their partner or client hierarchy umbrella.

Where and how can I add an ID number?


There are two places in the platform where admins can add a participant ID number.

1. When inviting a new participant to an assessment: Users module –> Add manually button –> + New Participant –> Identifying number field

Click the add manually button and select + new participant. Fill out all the required profile information and fill in the identifying number field. Scroll down and click the create & invite to simulation button.

2. After the participant has been invited and has a profile in the platform: Users module –> Participant tab –> Edit button –> Identifying number field

Click the Editbutton next to the participant’s table entry. Fill out the identifying number field. Scroll down and click the Save button.

*Remember to scroll down and click the Save button after making changes to the participant profile.

How to Search for an ID


  1. Type the ID into the search bar in filter in either analytics or the participant tab in the users module.
  2. Click the Go button.

This is how the ID will appear in the user table in the participant tab:

This is how the ID will appear in the search results table in analytics:

Other Helpful Articles

Virtual Assessment Center

How to Switch Roles

Keep Reading
Virtual Assessment Center

FAQ – Can I adjust the size of the documents in the My Files section?

Keep Reading
Virtual Assessment Center

FAQ – How do I start my live simulation?

Keep Reading

Pinsight

Our Platform

  • Leader Hiring
  • Leader Development
  • Succession

Company

  • About Us
  • Data Security

Resources

  • Knowledge Base
  • Blog
  • Publications
  • Success Stories
  • Webinars/Events

Get Started

  • Consultation
  • Sign In
  • Customer Support
Copyright Pinsight 2021
  • Data Security and Privacy

We use cookies on our website. If you continue browsing our website, you agree to the use of cookies. See our Cookie Policy to learn more about how we use cookies.

Pinsight
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.