panel visibility settings (targeting panels to reporters)

TABLE OF CONTENTS

• Editing Panel Visibility Settings
• Scenario Planning
  • Scenario 1: Hide Panels So Only Reporters with Data Can See Them
  • Scenario 2: Target Panels Based on a Role or Program Within Your Impact Suite
• Target Icon
• View Panels
• Video Support

Editing Panel Visibility Settings

After a custom panel is created you can edit the Panel Visibility Settings. This will be an important step to follow if you have panels designed to only be visible to reporters in certain program years. 

To Edit a panel;

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. Open the panel using the green arrow.
   
   
5. Click on the Edit button.
   
   
6. A window will open.
   
7. Here, change the setting from Grant access to all reporters to Limit access to reporters by Type 1 Association.
   
   
8. Find the Type 1 Association you would like to use and select the association items for reporters who should be able to see the panel.
   
   Need to create or update a Type 1 Association to use for Reporter Panel Visibility? Check out this article.
   
   
9. If you are looking for a way to simply hide irrelevant panels for both reporters and staff, you can create a Hide option in your Type 1 Association. When selected, this option will hide the panel for any reporter who does not have data within it.
   
   
10. Optionally, for Show on Import Page?, you can remove the panel from the space where you import reporters by selecting 'No'.
    
    
11. Click Update to save your changes.

Scenario Planning

There are several scenarios to consider when deciding if you will need to target a panel using a Type 1 Association, and you'll need to know when to assign the Type 1 Association options to your reporters. Let's dig in and uncover them. 

Scenario 1: Hide Panels So Only Reporters with Data Can See Them

This is a common scenario, where you might have a panel that when created should have been visible to all reporters, but now you want to limit it so that new reporters don't see the panel.

For example: At the beginning of last year all of your reporters were new (meaning they'd not participated in your program before), and you created a panel called 2023-24 Reporter Details. In the panel you had fields for uploading background check documentation and IDs, and you collected personal leave request forms, etc. 

As you're preparing for a new year, some of your 2023-24 reporters are returning, but most of your reporters will be new. You want your 23-24 folks to be able to see the data they had entered, but you don't want new folks to interact with or see the panel. 

You have two options here. 

1. Limit access to reporters by Type 1 Association and create a 'Hide' option. When selected, this 'Hide' option will hide the panel for any reporter who does not have data within it. 
   
   This is the simplest option because it does not require you to assign the option to any reporter. By selecting it, anyone who does not have data in the panel will not be able to see the panel. The panel will continue to be visible all reporters with data in the panel. 
   
   
2. Limit access to reporters by Type 1 Association and assign all reporters to the year(s) to which they are active in your program. This option will have the same effect as the previous option, limiting who will see the panel to 1) anyone with data in the panel, and 2) anyone with the selected Type 1 Association options. 
   
   For this option, check out this article on assigning Type 1 Association items to reporters.

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Scenario 2: Target Panels Based on a Role or Program Within Your Impact Suite

This is another common scenario, where you might have reporters playing different roles or multiple programs running in the same Impact Suite. And, your reporters in these roles or programs have different profile requirements. 

For example: Let's imagine that your organization has both an AmeriCorps State program and an AmeriCorps VISTA program, and you need to capture different profile's details for you reporters in each program. You can use the ability to Limit access to reporters by Type 1 Association and assign all reporters to the program (AmeriCorps State or VISTA) in which they are active. This option will limit who will see the panel to: 1) anyone with data in the panel, and 2) anyone with the selected Type 1 Association options. 

This scenario is a bit more complex, because you may need to limit by both program/role AND year of service. In this case, we recommend creating a Type 1 Association called Reporter Profile Targeting and create the items using a naming convention like the one in the screenshot below. 

For this option, check out these articles on 1) creating and updating Type 1 Associations, and 2) assigning Type 1 Association items to reporters.

Target Icon

Once you target any panel, a target icon will appear. Hover over the icon to get a quick reminder of which Type 1 Association is used.

View Panels

Once you've targeted at least one panel, you'll be able to use teh View Panels section at the top of the Profile Layout Manager to quickly toggle to see what panels will look like from your reporter's point of view. 

1. Click View Panels Targeted to Type 1 Associations. 
2. Then, select any of the available Type 1 Associations. 
3. Select any Items you wish to view. 
4. Click Update View to see what the profile will look like.
   
   Note: When viewing by Association targets, panels may not be moved. 
5. To see all panels again, toggle back to View Active Panels or click Clear Selection. 

Video Support