Enable clients to create their own organizers

By default, only team members can create and send organizers to clients. However, you can enable the Organizer self service feature to let clients create their own organizers in the web portal based on your templates. Clients won’t be able to add questions to these organizers—they can only answer the questions you’ve already set up.

Here’s how it works:

1. Open an organizer template and click on Settings in the top right.

2. Toggle on Organizer self service.

3. If you toggle it on for at least one template, the New Organizer button on the client Organizers page becomes active. The client will then be able to select a template from the list of templates that have Organizer self service toggled on.

4. Once they create an organizer, the team members assigned to the client receive a notification. And the client will be able to answer the questions in the organizer.

   

Note

Clients won’t see an organizer template if you haven’t added questions to it.

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