To assign users from your organization to complete a walkthrough, click in to edit the walkthrough where you would like to add them. In the observers section, search for the user that you would like to add and click on their name to add them as an observer. 

Once you’ve added them as an observer, click the “Edit Roster” button to add users to their roster. You have a few options for how you can add people to a user’s roster:

  • Add individual people by searching for a name or email
  • Add a whole group of people from your Directory
  • Add people by demographic data from your Directory

After adding people to the observer’s roster, they will be able to access that walkthrough and begin completing the walkthrough form for anyone on their roster.

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