Table of Contents

Study FAQs

Billy Dowell Updated by Billy Dowell

FAQs about managing your studies:

How do I add/invite a teammate to a study?

  1. Click Studies on the left side menu bar.
  2. Find the study you want to add the teammate to.
  3. Clicking the person icon next to your profile picture at the top right.
  4. Type the name of the user and/or select them from the dropdown.
  5. Once the page updates, click on the dropdown next to their name and select their role and click Done.
To remove a user, click on the dropdown next to their name and click Remove from study.

How do I add an observer to a study?

  1. Type in the name or email of the person that you want to observe, or copy and paste multiple emails at a time into the observer field.
    1. If the user is already part of your team, they will show up in the list and can be selected.
    2. If the user is not already part of your team, and their email matches your domain, they can be added.
    3. If the user is not already part of your team, and their email does not match your domain, they can be added.
Users that are not part of the team, or that have an Observer role will have an asterisk* by their name, indicating that their calendar will not be shown.

How do I copy/duplicate a study?

  1. Click Studies on the left side menu bar.
  2. Find the study you want to duplicate.
  3. Click the three dots in the top right corner of the study box.
  4. Select Duplicate.
  5. Update any details, such as the study name, and click Duplicate.

How do I pause a study?

  1. Click Studies on the left side menu bar.
  2. Find the study you want to pause.
  3. In Tile View: Click the three dots to in the top right corner of the study box.
    1. In List View: Click the three dots to the right of the study.
  4. Select Pause.
  5. Repeat to Unpause.

How do I close a study?

  1. Click Studies on the left side menu bar.
  2. Find the study you want to close.
  3. In Tile View: Click the three dots to in the top right corner of the study box.
    1. In List View: Click the three dots to the right of the study.
  4. Select Close.
    1. If incentives were used and there is a balance left over, choose what to do with the funds.
  5. Click Confirm & Close to confirm.

How do I delete a study?

  1. Click Studies on the left side menu bar.
  2. Find the study you want to delete.
  3. If the study is in Draft status, click the three dots in the top right corner of the study box (or to the right of the study in list view) and select Delete.
    1. Click Delete again to confirm.
  4. If the study is in Active status, the study must be closed first.
    1. See How do I close a study? above.
  5. Once closed, click the three dots in the top right corner of the study box (or to the right of the study in list view) and select Delete.
    1. Click Delete again to confirm.

How do I archive a study?

  1. Click Studies on the left side menu bar.
  2. Find the study you want to archive.
  3. If the study is in Draft status, click the three dots in the top right corner of the study box (or to the right of the study in list view) and select Archive.
    1. Click Archive again to confirm.
  4. If the study is in Active status, the study must be closed first.
    1. See How do I close a study? above.
  5. Once closed, click the three dots in the top right corner of the study box (or to the right of the study in list view) and select Archive.
    1. Click Archive again to confirm.

How do I increase the number of participant slots in a study?

  1. Click Studies on the left side menu bar.
  2. Find the study you want to update.
  3. Click Plan in the left-side menu.
  4. Update the number of people and click out of the text box.
  5. Confirm funding update (if incentives are used) and click Confirm.
  6. If no incentives are used, the changes are saved automatically.

How do I change the default sender of the emails within a study?

Only admins and the study owner can change the default email sender of a study.
  1. Click Studies on the left side menu bar.
  2. Find the study you want to update.
  3. Click Emails in the top row of options.
  4. Click on the tab of the email that you want to change the default sender for.
  5. In each tab, click Edit, in the top right corner of the email.
  6. Click on the current default sender's name and select the new user from the dropdown.
  7. Click Save.
  8. Repeat for any emails that you want to update.

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