When sending a census to be completed in the portal, portal user permissions can be managed directly through the Compliance Module via the Compliance Menu>Census> Portal Files, Edit Portal Users:
Enabling Census Editing in the Portal
To allow a portal user to edit the census directly within the portal:
- Set Edit Census Worksheet to Yes on the Compliance tab.
- (Optional) Set Census Worksheet (download) and Census Worksheet (upload) to Yes to allow .CSV file download and upload.
- Select Save Changes before closing the screen.
NOTE: The census template must match a grid available in the Compliance module dropdown. If not, an error will appear when attempting to open the worksheet.
Portal User Experience
After being invited to the portal, the user will see the Edit Census Worksheet option. Each cell in the worksheet is editable, and participants can be added or removed directly on the screen. For a detailed explanation of the grid features please see Edit Census Worksheet Grid.
