Help & FAQs

• Can I Submit Survey Information by Email or Outside of RoundTables? ★
  The Short AnswerAll survey responses must be submitted directly through the RoundTables platform. We are unable to accept demographic information via email, attachments, spreadsheets, or any other channel outside of RoundTables.This isn't just a policy preference — it's how we ensure your data is accurate, secure, protected, and properly attributed to your firm in your LP's portfolio reporting....
  
• How can I invite my colleague to collaborate on a survey? ★
  User Permissions √ Primary Admin √ Admin √ Member   Question How can I invite my colleague to collaborate on a survey?   Answer You can directly invite colleagues to access and collaborate within a survey.  Open the survey Click 'Invite User' Enter colleague's details Click 'Invite' to send your invitation   MORE RESOURCES Understanding RoundTables user roles   For further infor...
  
• How can I add disclaimers or commentary to our survey submission?
  Question How do I add a disclaimer or comments to our submission?    Answer RoundTables utilizes standardized data inputs to provide analytics and insights to your partners. Because of this, disclaimers and commentary are not supported within surveys. Please share any external documents or comments directly with your survey host.    
  
• How can I update my primary contact?
  User Permissions √ Primary Admin √ Admin Member     Question How can I update my primary contact?   Answer You are able to update your organization's primary contact within your Reporting profile. The primary contact must be a user registered to your organization on RoundTables.    
  
• I received a reminder invitation even though my organization submitted the survey
  Question Why did I receive a reminder invitation if my organization submitted our response? Answer Users who have not yet registered to your organization are not affiliated with your response on RoundTables. Reminders are automated and can be disregarded if you have confirmed your response shows submitted.     
  
• Name field must not be greater than 35 characters
  Question When completing Decision Makers, I am getting a popup message that the name field must not be greater than 35 characters. What does this mean and why is it happening?   Answer For identifications that are an individual: Employee, Non-Employee, and Board Member, name fields are restricted to 35 characters. This field is restricted to names and unique identifiers only. This restriction i...