activating and deactivating reporters to complete reports

Modified on Mon, 24 Apr 2023 at 03:01 PM


TABLE OF CONTENTS


When to Activate / Deactivate a Reporter Account

A reporter’s account must be activated in order for that person to access a report.

Activating an account will also allow you to connect your reporter to any currently available reports (active or in an extension period).


IMPORTANT: If you are using the Time Sheet module, please keep in mind that Activating and Deactivating an account DOES NOT control time sheet access. If you do not want a reporter to have access to time sheets you will either need to wait to enroll the account, setup blackout dates, or archive the account.

To Activate Reporters

  1. On the left, in your Mission Control, click Reporters, Staff, & Sites.

  2. On the right, click Manage reporter accounts.

  3. Select the checkboxes alongside those reporters whose accounts you’d like to activate.

  4. In the “Select action” drop-down menu at the top, you’ll see a number to the right of the “Select action” text.  That number confirms the total number of reporters that you have selected.

  5. Open the drop-down menu and select the option, “Activate”.

  6. If there are currently available reports, you will see a pop-up window asking which reports you would like to connect the reporter to, like this:


To Deactivate Reporters

  1. On the left, in your Mission Control, click Reporters, Staff, & Sites.

  2. On the right, click Manage reporter accounts.

  3. Select the checkboxes alongside those reporters whose accounts you’d like to activate.

  4. In the “Select action” drop-down menu at the top, you’ll see a number to the right of the “Select action” text.  That number confirms the total number of reporters that you have selected.

  5. Open the drop-down menu and select the option, “Deactivate”.

  6. When deactivating accounts you will be able to remove currently available reports that the reporter has not yet completed.
IMPORTANT: If you deactivate reporters, you'll have to reactivate them before they're able to complete another report.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article