How can we help you today?
< All Topics

Individual Participant Screen

On the individual participant screen, you can:

  1. Manage the participant’s account

  2. Manage the participant’s interactions

  3. View individual results

1. Manage Participant Account

Here, you can:

  1. See the participant’s name and e-mail address.

  2. Click the green Edit Client button to edit the participant’s name and e-mail address.

  3. Click the green Delete Client button to delete the participant. Warning: this will permanently delete this participant and all associated interactions. It is impossible to restore a deleted participant’s information.

2. Manage Participant Interactions

Here, you can:

  1. Create a new interaction for the participant (if possible – for details, please see Invite participants to an interaction.)

  2. See the participant’s interactions.
    Depending on the status of an interaction, different actions are possible:

    • Not opened yet: The participant has been sent an interaction invitation but has not yet opened the interaction.

    • Ongoing: The participant has opened, but not yet completed the interaction.

    • You can use the context menu in both cases to either remind the participant to complete the interaction (for further information, see Remind participants), or to delete that interaction.


    • Completed: The participant has completed this interaction.

3. View Results

If the participant has completed at least one interaction, you can:

  1. Look at their dashboard

  2. Generate their Performance Coach Report

For Team results, or the comparison functionality, see: Viewing or Exporting Results

Table of Contents