Session Editor
The Session Editor allows administrators to manage all aspects of a session after it has been created. From the Session Editor, users can update session settings, manage forms, organize participants into groups, assign permissions, send invitations, and review an audit history of changes made to the session.
1. Invitations
After the session is created, additional settings can be configured, including a Session description, the date invitations are sent to participants, and a custom invitation message. This message is included in the email sent to participants.
2. Forms
After the session is created, you can add additional forms by clicking the "Add Form" button and selecting another form to include in the session.
forms.
3. Groups
Participants can be organized into groups. Groups can be added, deleted, or merged as needed. Groups can be added when adding participants.
4. Permissions
Users can be assigned to a session so they only have access to the sessions they are responsible for. Users can also be assigned to a specific group within a session, which limits their access to participants in that group only.
The following permissions can be assigned:
-
Participant Form Reviewer
Allows the user to review and take action on participant form submissions. -
Participant Form Viewer
Allows the user to view participant form submissions but not review them. -
Participant Viewer
Allows the user to view participant information without access to form submissions.
5. History
The History section maintains an audit log of all changes made to the session, including details of the change and the user who performed the action.
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