Search

Sign in to access all help center content

Help & FAQs

Want more? Sign in to see all your help center content.

  • 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...
  • Updating Policy Details
    Question I uploaded a policy into my survey, but I need to update the date it was created. How can I do this?   Answer To edit information to a policy you have uploaded directly into a survey, click Upload File and add the file with the correct information.     Answer: In reporting User Permissions √ Primary Admin √ Admin Member   Dates last reviewed and current as of can be updated ...
  • Where can I find who the admin for my organization is?
    User Permissions √ Primary Admin √ Admin √ Member   Question I am not sure who the admins for my organization are and I need them to update our Reporting data. Where can I find this information?   Answer Users with an approved account can locate their organization's admins and primary admin with the Members tab under My Organization.    MORE RESOURCES Understanding RoundTables user ...
  • Where do I report investment staff?
    Question I noticed a new table for Investment Staff. Are they no longer being listed individually?   Answer Yes, as reporting investment staff can be tedious, RoundTables no longer collects this information on a per person basis, but in an aggregate table format.        More Resources Add & Update investment staff in Reporting      
  • Why can my colleague not access my organization on RoundTables?
    Question Why can my colleague not access my organization on RoundTables?   Answer You colleague may not be able to access your organization on RoundTables for the following reasons. They have a domain variation that has not been whitelisted (authenticated) by your organization They have not yet been approved by an admin of your organization They selected, or created, a different organization d...
  • Why is my recent submission not populating to another survey?
    Question We recently responded to a survey, but the data is not showing up in other surveys we are trying to complete. Why is that and how can I import the data? Answer You data populates from your organization's Reporting profile. Due to the nature of the data collected,  surveys are isolated events. This means if you choose to provide all data to one and some data to another, the repository f...
  • Why is the completed Total Full-Time Employees section showing less than 100%?
    Question We have entered in all of our employees, but the Transparency for this section is less than 100%. Why is that?   Answer Transparency provides insight into what areas of your diversity scores are partially calculated due to some information being unavailable. This can mean information that was not provided or simply not specified. Verify that your counts match, then look to see if you h...