Admin Portal Guide

To access the Admin Portal, first go to

In the middle of the page you will see an “Admin Portal” button.


On the login page, you will click the “Forgot your password?” link.

It will take you to the password reset page, where you will enter your email.


You will then receive an email with instructions on how to reset your password. You will then be able to sign into the Admin Portal.

Once you’ve signed in, you will see the Project Overview page. You will see how many Authorizers and Dependents are in the project, how many Sequences have been completed and how many Communications have been sent.


At the top you can preview the landing pages as well as you can click on the blue “Dashboard” button.

project overview

Back in the Admin Portal you can click on the second tab “Authorizers” to view who has been invited to the project and the participant details like Name, Email, Participant ID, as well as the last Sequence and Communication they have completed. You can also use the Search bar to find a specific participant.


Click on any Authorizer to view what Sequence they’ve stopped at, Role, Dependent information, etc.

auth details

Click the third tab “Sequences” to view the sequence steps a participant follows in the project.


Click on any sequence to view more details like Total Responses (for that sequence) how many Communications were sent, and the Preview button to see the Communication text that was sent to the participant.



Note for the Communication previews: you will see @@Custom1. A participant will not see this; they will see the name of whomever the email/survey is for.

comms preview

Codebooks can be found on the Learning to Read, Skin and Dental, and Feedback Sequences – just click the blue “Dashboard” button at the top of the Sequence.