Update Participant Profiles (One-by-One)

TABLE OF CONTENTS

• Walkthrough
• Getting to the Participant Profile
• Editing the Service Site Assignment
• Editing Type 1 Associations (Tags)
• Editing Contact & Active Term Information
• Reviewing the Communications History (Outbound)

Walkthrough

Getting to the Participant Profile

Managing Participant Profiles in the Impact Suite is a straightforward process that ensures your records stay accurate, up-to-date, and easy to access. In this article, you’ll learn how to update personally identifiable information (PII), change a participant’s Service Site assignment, track term-related data, and view each participant’s Communication Portal history. Whether you’re making a quick edit or doing a full profile review, this guide will walk you through each step with clarity and ease.

Here are the steps for getting to the Participant Profile: 

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

2. On the right, click Manage participant accounts.
   
   

3. Click the relevant participant’s name.

Editing the Service Site Assignment

The Service Site Assignment panel contains the site assignment(s) for the participant.

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

2. On the right, click Manage participant accounts.
   
   

3. Click the relevant participant’s name.
   
   

4. Open the Service Site Assignment panel.
   
   

5. To make changes to this site assignment panel, click the Edit button. This pop-up window will open:
   

6. Assigned Service Sites will appear first. You can remove a site by clicking the X, and subsequently restore by clicking the Restore link.
   
   

7. To add site assignments, choose one of the following options: 

   • All active sites
     
     

   • All active and inactive sites
     
     

8. Then use the drop-down menu to choose sites one at a time or use the **Select All** option to assign all available sites.
   
   

9. Click the Update button to save your changes. 

Editing Type 1 Associations (Tags)

The Associations panel contains all of Type 1 assignments for each participant. Type 1 Associations are essentially tags that allow you to target and see data in a variety of ways. 

IMPORTANT: YSC will be using Associations to track participant's terms to support sorting and filtering of data when exporting. Please make sure to that each participant is tagged with only one Term, and it matches the Term label in their Last Name when you created their account.

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

2. On the right, click Manage participant accounts.
   
   

3. Click the relevant participant’s name.
   
   

4. Open the Associations panel.
   
   

5. To make changes to this panel, click the Edit button. This pop-up window will open:
   
   

6. Use the drop-down menu to assign Association options to each participant.

   
   

   

7. To remove Association Items (tags) use the X, and to restore a previously selected tags click the Restore link.
   
   
   REMINDER: Each participant account should be linked to only one Associations that reflects their current term.,
   
   

8. Click the Update button to save your changes.

Editing Contact & Active Term Information

Sometimes you'll need to edit participant contact information and active term information in their profile.

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

2. On the right, click Manage participant accounts.
   
   

3. Click the relevant participant’s name.
   
   

4. Open the relevant panel (ex. Active Term).
   
   

5. To make changes to this panel, click the Edit button. This pop-up window will open:
   
   
   

6. Make edits to the information as needed.
   
   

7. Click the Update button to save your changes.

Reviewing the Communications History (Outbound)

Here's an example of what you can expect in this panel for participants.