Assign a facilitator(s) to a campaign
Find the facilitator(s) for your campaign in the list of Available Certified Practitioners & Accredited Associates.
Check the box to the left of their name
Once complete click Next to progress to the next step
If any of your facilitators are not listed or you need to remove someone from the list because they are no longer in the business, make a note of them and email adminsupport@heartstyles.com so they can update the list for you.
Facilitator permissions (Optional)
If you want your facilitators to access the Personal Development Guides (PDGs) for a campaign, then you will need to give them permission. If you don’t want to assign permissions, you can click Skip to progress.
Enter your facilitators name in the search user box and select them from the drop down
Click on Add User
Adjust the dials to select the permissions you would like to assign to the facilitator
Check that View only, Access Group Development Report, and Access Individual Report are checked for all facilitators
Repeat the above steps for all facilitators
Once complete click Next to progress to the next step
If things change, you can always come back to this page and add and remove permissions, by clicking on the Permissions button on the left-hand navigation pane.
Note: The campaign setup consists of several sections.
Please click here to view the next section.