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Add participants in an evaluation

How to add participants from an ongoing board/CEO evaluation.

Updated over a month ago

Did you forget to add someone to an evaluation? Or did you by mistake add the wrong email adress? Don't worry, you can still invite them even if the evaluation has been scheduled or sent.
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Add person:

  1. Go to the "Evaluations" tab.

  2. Click on the three dots or drop down menu on the evaluation you wish to add participants to and then "Show details".

  3. Click "Edit" in the top right corner and scroll down.

  4. Add from your list of organisation members or enter the participant's information. Don't forget to assign them a role!

  5. Click "Save" in the bottom right corner.

Now lets make sure the email is sent out

  1. Repeat step 2 above, click the three dots next to the added participant (their status will be 'Uninvited'), and click "Re-send".

  2. Click "Save" in the bottom right corner.

  3. When you have completed these steps, an email will be sent to the added participant immediately and their status updated to 'Not started'.

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