How to Share a Participant’s Report
Method 1 – Share from the Participant’s History Table
Log to app.pinsight.com.
- Click Users
- Search in Participant tab
- Click Edit button in the participant’s Actions column
*If the row is green the participant’s report is ready.
- History Table
Scroll down to the participant’s history table.
- Click Share Report
When the report is available (24-hours after the assessment ends), there will be a share report link in the history table.
- Search for users in the window click +Add
Search for users to share the report with in the “Please select user” search boxes. Click the +Add button for stakeholder users you’d like to share with. Reports are not shard with participants automatically, so you need to check the share report with participant checkbox to do so.
You can only share with stakeholders under your own account umbrella. The user must hold an account on the platform; you cannot enter emails that do not belong to an account registered in the platform.
Automated emails with send out.
Repeat the steps above, but click the Remove button in the dialog box. Click the Save button.
In the Analytics module, search for a participant using the filter, then click Share. Repeat the above steps.