How to add panellists

How to add panellists

The user should have panel manager profile in order to add panelists in EyeQuestion. There are multiple ways of adding panelists in the system: adding panelist individually, importing panelists and generating panelists.

Adding panelists

In order to add panelist individually click on panel management and then add panelist.


Enter login, password and email address. The login should be unique.



Importing panelists

In order to import panelists click on panel management > import panelists.


A user can refer to an example import file to know the correct format.


Generate panelists

Generate panelists is a quick option to create panelists with a general login at once.

User needs to enter prefix, starting number, last number and password.



EyeQuestion will display a message if panelists have been added successfully in the system.


Manage Panellist

*Modules needed :  Panelist read, panelist update*


This is the place where the user database is managed in EyeQuestion.Clicking on the Manage panelists option from the Panel Management menu, will let the panel manager get an overview of the EyeQuestion panelists.

 

Panel_Managment_manage_panel_

 

The table consists of four columns : Login, Fullname, Locked and Actions.

 

Panel_Managment_manage_paneli_

 

On the upper side of the page and select the amount of records you would like to have visible on the page.

 

Panel_Managment_manage_panelists2_

 

On the bottom of the page the user has the option to export the Panelists. Exporting panelists  will create an excel export of all the current panelists in EyeQuestion. Exporting single user data can be done by clicking the Panel_Managment_manage_export_user icon under the action column.

 

Click the edit button Panel_Managment_manage_edit_userto edit details about a panelist. You will notice that more fields are now available for adding/editing panelist's personal information. Fields that are grayed out (login and password) can't be edited. 

 

Panel_Managment_manage_panelists3_

 

After all the changes have been made, make sure to click the save button Panel_Managment_manage_save_ on the top right hand side of the page to save the changes. 

 

Click Panel_Managment_manage_delete_ to delete a single user or respondent. To delete multiple users, select the respondents using the tick boxes and proceed to delete your selection.

Panel_Managment_manage_deleteall_

The users table have a column called “Locked” which shows panelists who are locked lock i.e. they can’t access EyeQuestion. This happens if a panelist enters an incorrect password multiple times (more than 5 times or depending to your password policy). After getting locked if this user clicks “forgot password” to get automatic password, then no email will be sent from EQ. In this case, other user (with the panel manager module) will have to turn off lock option and reset the password.

 

2020-03-25 08_07_03-Main menu

 

To turn off the lock click on edit icon edit iconunder the “actions” column. Click on locked on to disable it (when lock is enabled it is blue in color with text “on” and when it is turned off the color changes to white with text “off”). After disabling the lock add a new password and click save.

locked off



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