How do I remove/add a participant to PSindex™?

Removing a participant from an existing Team Survey:

  • Select Survey > Manage Surveys in the left navigation bar.
  • Find and select the team by using the search bar or scrolling.
  • Click on the desired team, and locate the Participants section
  • Select the three dots across from the participant's name.
  • Select Remove.

Add a participant to an existing Team Survey:

  • Select Survey > Manage Surveys in the left navigation bar.
  • Find and select the team by using the search bar or scrolling.
  • Click on the desired team, and locate the Participants section
  • Select Add Participant next to the green progress bar.
  • Enter the participant's first name, last name, and email address. Or you can select an existing user if they have already been uploaded to the platform.
  • Select Add Participant.

Remember, psychological safety is not binary; it’s not something that you either have or don’t. Rather it’s a matter of degree. How much or how little do you have.