How to Create Tabs to Organize Participants

Why does it matter?

Adding your participants to tabs will help you to organize your specific case load, types of participants (according to their tags, job ready candidates, staff assignment, or more). Tabs also allow you to export data for a specific set of participants.

Navigation

To access the Tabs Feature do the following

Login to your RiseKit account at Staff Portal
Move your mouse toward the left-had navigation.
You should see links that show the following options
Home
Chat
Pathways
Directory
Resources
Click on "Directory"
Ensure you are on the User Directory and not the Staff Directory
At the top of the page you will see View All Users, + Save Tab, and Manage Tabs

Creating a Tab

Identify the criteria for what participants will be included in the the tab. You may use the Filter Options to filter the criteria. Select Apply Actions when you are done.





Select the check box at the top of the candidate list next to Full Name to include all the candidates in the filter. Choose + Save Tab.



Type in your tab name and choose Save View

Depending on how many Tabs are already created, you may need to scroll to see the tab you've just created.

Click on the tab you want and the participants will appear for you to review.

Managing Tabs

To update what tabs you see, select Manage Tabs at the top. Here you can select the tabs or groups you wish to see in your view.

Updated on: 22/06/2023