Go to Administration and to the User Editor subtab.
Click the Add New User button.
Type the panelist's name.
Create a Username and Password.
Set the status to Active.
Or keep it Inactive until they are ready to access their panel(s).
Select Panelist as the User Type.
Add the panelist's current email address.
Click Add to save the panelist.
Repeat the process to add additional panelists.
⚠️ Alert: We do not recommend that you send your password via email rather encourage your panelists to set their passwords via the Forgot Password workflow.
🎥 30-second video demonstrating the process of filling out all fields to create a panelist account in the User Editor.
Context and Tips
📝 Notes:
Panelists can be set to Inactive but cannot be removed from your user list.
Panelists' usernames must be unique across the entire Go Smart site.
All usernames are stored in a primary database across all GO Smart agencies and may not be available if another agency is using the same username.
After updating a panelist’s password in the User Editor, test the update by logging in with the new username and password.
💡 Tips:
When creating panelist credentials, use a naming convention that is easy to repeat and communicate (e.g., username: first initial + last name).
We do not recommend converting Grant Admin accounts into Panelist accounts.
If your panelist list is too long we suggest editing existing/reusing panelist accounts for new panelists by updating the name, username, password, and email.
