Technical Help with your Hello Insight Platform

Get information about setting up your account, including explanations of how to set up programs, sites, and groups. Learn how to manage access to the Hello Insight platform, and set…

18 articles in this collection
Written by Hello Insight Member Success and Angelica Carrillo

HI Dashboard Tutorials: Video Library

Learn how to manage Programs, Sites, and Groups within the online Hello Insight dashboard and generate reports.

Written by Hello Insight Member Success
Updated over a week ago

HI Online Dashboard: Overview

Learn about Hello Insight's user-friendly online platform, including key navigation features for managing data collection and reporting.

Written by Hello Insight Member Success
Updated over a week ago

Software and Hardware Requirements

Learn what you'll need to use Hello Insight.

Written by Hello Insight Member Success
Updated over a week ago

Survey Administration Tips and Tricks

We've listed some helpful things to keep in mind as you administer surveys.

Written by Hello Insight Member Success
Updated over a week ago

Account Set Up

Setting Up Your Hello Insight Account

For those with the Account Administrator role, you may follow this process to set up your Hello Insight account.

Written by Hello Insight Member Success
Updated over a week ago

Adding your First Program, Sites, or Groups

Account Administrator (AAs) can create new Programs, Sites, and Groups right in your dashboard

Written by Angelica Carrillo
Updated over a week ago

Adding a New Program

Learn how to add Programs to your HI Dashboard during initial set up or when beginning a new Program cycle.

Written by Angelica Carrillo
Updated over a week ago

Adding a New Site

If you need to add a new Site for a program, follow these steps

Written by Angelica Carrillo
Updated over a week ago

Adding a New Group

Groups can be added and edited at any time, even after survey administration has begun

Written by Angelica Carrillo
Updated over a week ago

Editing an Existing Program

Learn how to update existing Program information in your HI dashboard.

Written by Angelica Carrillo
Updated over a week ago

Editing an Existing Group

If any changes need to be made at the group level, this article can help.

Written by Angelica Carrillo
Updated over a week ago

Editing an Existing Site

If you need to make any changes to Sites, please reach out to the member success team.

Written by Angelica Carrillo
Updated over a week ago

Account Administrators and Program Administrators

Learn what capabilities Account Administrators and Program Administrators have in Hello Insight

Written by Angelica Carrillo
Updated over a week ago

How to Add or Change a Program Administrator

If someone in your Organization needs limited access, read how to obtain it here.

Written by Angelica Carrillo
Updated over a week ago

How to Add or Change an Account Administrator

Learn how to add or updates Account Administrator permissions for your Hello Insight dashboard.

Written by Angelica Carrillo
Updated over a week ago

Response List

Download Report or Individual Data

You may download data if it's available to your organization.

Written by Angelica Carrillo
Updated over a week ago

What Responses are Excluded from Reports?

This article will help you understand which responses are flagged and not included in reports.

Written by Hello Insight Member Success
Updated over a week ago

How Do I Know Who Has Submitted Surveys?

Using the “Track Responses” feature when administering surveys.

Written by Angelica Carrillo
Updated over a week ago