Add Panelists Manually to the Panelists Library

Add Panelists Manually to the Panelists Library

Overview

Panelists can be imported from a file or manually added into the Panelists library. This workflow outlines the steps for manually adding a few panelists, one at a time.

Idea
If your scenario is to add more than a few panelists, we recommend reviewing our other workflows that may better suit your panelist management needs.

Info
If you use panelist SSO (Single Sign-On); some subscriptions intentionally disable the password-setting permission for all analysts as a security measure in this scenario.


Add Panelists Manually

  1. From the Panelists Library , select the panel you wish to add the panelist to.

  2. Click Add/move/remove > Add a new panelist .


  3. Populate the fields with the information you have available. The following are mandatory fields:

    • Username. A unique identifier to avoid duplicates.  This is what panelists need to enter (along with a password) in order to log into the panelist website.

      We suggest using panelist email address or another alphanumeric combination of characters that panelists can easily remember.

    • Password. This field is visible only to analysts who have permissions to set panelist passwords.
      • If you wish to control panelist passwords, type a password in this field. You will be required to provide the password to the panelist (they will not know what it is otherwise). 

      • If you prefer that the panelists set their own passwords, leave the Password field blank and click Send password reset email to new panelist. Even if you do not have permissions to set panelist passwords, this checkbox will be available to you to enable panelists to set their own passwords.

        They will receive an email with the link to create their own password and you will receive a copy of the email for your records, only without the link. 

    • Email. A valid email address is required for successful email communication. However, the Email field can be left blank if you do not have email information available at the moment, or if you are creating a generic panelist.

  4. Click Add panelist .

  5. If there is another panelist or two to add, repeat the steps above.



Good to Know

If your role at the organization requires that you do not have permissions to set panelist passwords and while following the above steps you did not place a checkmark in the Send password reset email to new panelist checkbox, you can still create a panelist record if you want to. The panelist records created this way will not be able to log in because the password that the software set up cannot be retrieved.

Even so, these panelist records can still be used. The options for handling panelist records that were added without a password:
  1. Have a colleague who has permissions to set passwords update their records. 

  2. Email panelists to prompt them to  set their own passwords using a direct link, either right away, or timed to coincide with their next test invitation.

  3. Inform panelists to use the "Lost password" feature to reset their passwords.

  4. Leave the records as they are and use them without the need for panelists to have a password. 

    The most common scenario is that registered panelists are expected to log in (authenticate themselves) before they can participate in tests. Here are some example scenarios where you could leave panelist records without passwords set and still be able to use them:
    1. If you explicitly use sample set links to bypass login process, then panelists do not need to know their passwords.

    2. If you use panelist SSO (Single Sign-On) and want to add panelists into your Panelists library before they are able to use the SSO (the typical process is not to import panelists when SSO is implemented, but exceptions can exist). Please note that it is important to set the new panelists up with their email addresses as their Usernames to comply with the SSO requirements.