enrolling identifiers from the reporter's profile

Modified on Thu, 17 Aug 2023 at 03:54 PM


Once you have created your Group, managed your profile layout, added fields, and created enrollment instructions you will be ready to add Identifiers to your database.

There are three ways to enroll new identifiers into your Groups: 

  1. One-by-one
  2. Mass enrollment: using an Excel spreadsheet, and
  3. From your reporter's profile

Turn on the Ability to Enroll Identifiers in Your Reporters' Profiles

In order to have the ability to enroll new identifiers from within your reporter's profile, you'll first need to turn this feature on. Here's how:

  1. On the left, in your Mission Control, select Groups.

  2. Find the section called Manage Groups and use the drop-down to choose the group you’d like to work on.

  3. On the top-right, use the More menu to click [Identifier Variable] Enrollment, Settings & Instructions.

  4. When the window opens, scroll Allow staff to enroll identifiers from within each reporter's profile and select Yes.

Enrolling New Identifiers from Your Reporter's Profile

To enroll new identifiers from your reporters' profile, follow these steps: 

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

  2. On the right, click Manage reporter accounts.

  3. Find the reporter's name in the table and click it.

  4. Open the panel called Associations & Groups.

  5. For each Group you've enabled for identifier enrollment, you'll see this icon:

  6. Click the icon and follow the steps to enroll your identifier.

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