{"id":8649,"date":"2021-09-02T13:04:22","date_gmt":"2021-09-02T13:04:22","guid":{"rendered":"https:\/\/m-path.io\/manual\/?post_type=ht_kb&p=8649"},"modified":"2022-04-01T09:31:11","modified_gmt":"2022-04-01T09:31:11","slug":"i-cant-adjust-clients-in-the-dashboard-what-now","status":"publish","type":"ht_kb","link":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/knowledge-base\/i-cant-adjust-clients-in-the-dashboard-what-now\/","title":{"rendered":"I can’t see or edit a specific client in the dashboard, what now?"},"content":{"rendered":"\n

When you cannot see or edit a specific client\/participant in the dashboard, there are a few things that could have happened. <\/p>\n\n\n\n

The client has blocked you <\/h3>\n\n\n\n

It is possible that a client\/participant has blocked you as a practitioner\/researcher. When they blocked you, you are not able to see them in the dashboard.<\/p>\n\n\n\n

Clients\/participants can block\/unblock you in the settings of the app. They have to go to My practitioners<\/em> and click on the icon next to your name. When the field around your name is grey, it means you are blocked. When it is white, you are not. <\/p>\n\n\n\n

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The first practitioner is not blocked (white). The second practitioner is blocked (gray). <\/figcaption><\/figure><\/div>\n\n\n\n

You archived the client <\/h3>\n\n\n\n

To clean up your dashboard, you can archive clients\/participants. You can still see them when you check archived clients<\/em> in your search bar<\/a>.<\/p>\n\n\n\n

\n
\n
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Archive a client\/participant.<\/figcaption><\/figure>\n<\/div>\n\n\n\n
\n
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Retrieve a client\/participant. You can find this in archived clients by using the search bar.<\/figcaption><\/figure>\n<\/div>\n<\/div>\n\n\n\n

The client has added you the wrong way <\/h3>\n\n\n\n

Tell clients\/participants to add you the right way<\/a>. Sometimes clients\/participants who already added another practitioner\/researcher, use the wrong ‘+’. <\/p>\n\n\n\n

When such participants use the wrong ‘+<\/em>‘, they will give you reading rights to their existing data collection with someone else instead of adding you as a separate practitioner\/researcher. In this case, you cannot send them interactions. They need to use the ‘+’ at the bottom right to properly add you as a separate practitioner\/researcher.<\/p>\n\n\n\n

\n
\n
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The wrong ‘+’ icon.<\/figcaption><\/figure><\/div>\n<\/div>\n\n\n\n
\n
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The right ‘+’ icon.<\/figcaption><\/figure>\n<\/div>\n<\/div>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

When you cannot see or edit a specific client\/participant in the dashboard, there are a few things that could have happened. The client has blocked you It is possible that a client\/participant has blocked you as a practitioner\/researcher. When they blocked you, you are not able to see them in…<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[54],"ht-kb-tag":[],"class_list":["post-8649","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faq"],"_links":{"self":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb\/8649","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/comments?post=8649"}],"version-history":[{"count":14,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb\/8649\/revisions"}],"predecessor-version":[{"id":10026,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb\/8649\/revisions\/10026"}],"wp:attachment":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/media?parent=8649"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb-category?post=8649"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb-tag?post=8649"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}