Update Panelists Manually

Update Panelists Manually

Overview

Panelists can be updated in the Panelists library  from a file or manually. This workflow outlines the steps for manually updating a few panelists.

If your scenario is different from updating a few panelists, we recommend reviewing our other workflows that may better suit your panel management needs.

Update Panelists Manually

  1. In the Panelists Library , click on the Username of the panelist you wish to update. This will open the Panelist Card .
    If necessary, use the search functionality to find your panelist.

  2. In the Profile tab, make the necessary updates. Changes are automatically saved.

  3. Repeat the steps for any additional panelists that require updates in their profile.

Panelist Card provides additional options for panelist management.


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