How to Update Pools - Add/Remove Existing Employers
Click the “Pools” drop-down from the top menu bar.
Select the “View Pools” option, this will take you to a list of your pools. If you do not see the pool you are looking for you may need to change the year, on the left side of your screen under the title Pools you will see the option to change the year.
Now select “View” next to the pool you want to add/remove members from.
Click the “Update Name & Members” option on the top left side of the pool you have chosen.
Now select “Add” or “Remove” on the far right side of the employer’s name.
Now click “Confirm” and you have successfully updated your pool members!
Generating Participation Reports for Pools
The following are instructions for generating a participation report in Veriport First, select the “View Pools” option from the “Pools” drop-down menu. This will take you to the page that will show you the pools you have for the selected year. If you ...
Adding Client Users - Employers
Only those with admin capabilities are able to add users. First, you will want to select the “Dashboard” option on the top menu bar. Now you will see a section called Client Users closer to the bottom of the page. In this Client Users section, you ...
Adding a Collection Site - Employers
What is a Collection Site? A Collection site is a place (it may be permanent or temporary) that is designated for donors to present themselves for the purpose of providing a specimen for testing. Collection site refers to the entire area that is ...
Only those with admin capabilities are able to add multi-users. Click the “Client” drop-down menu on the top menu bar. Select “View Clients”. Beside the company name select “View”. At the bottom you will see a section called Account Multi-Users. ...
How to set a Donor as active or inactive
Click the “Client” drop-down menu on the top menu bar. In that drop-down select the “View Clients” option. Beside the client’s name that the donor is associated with, click the “View” button. In the Donor section click the “Show All” button. This ...