How to make changes to your project – methinks Technologies Inc

How to make changes to your research project

methinks Thinkers and My Users projects

To change Project Details:

Click on Project Settings.

To edit a project schedule:
1. On the Project Schedule field click on Edit.

2. Click to make changes to the project start/end date and start/end time.

3. Click on Save.

To edit project details:
1. On the Project Details field click on Edit.

2. Click to make changes to project title and description, to add or remove project type and additional features.

To change a task setup from Optional to Required and vice versa, simply select the option that fits best for your project.

3. Click on Save.

To edit recruitment details:
1. On the Recruitment Details field, click on Edit.

2. Click to make changes to recruit title and description, device type, and recruitment criteria.

3. Click on Save.
To edit the User Agreement:
1. On the User Agreement field, click on Edit.

2. Click to select the User Agreement option that best fits your project.

To add or make edits to your Custom Agreement, simply click on Custom Agreement Form and use the text editor box to make changes.

Pro tip: Hover with your mouse over the tools in the editor box to read their functionality.

3. Click on Save.

To add/change Team Members settings:

Click on Project Settings.
Click on the tab Team Members.

To add Team Members:
1. Enter a team member’s email address in the input field.
2. Click on Invite.

3. Select the project role you want to give this team member, Project Member, or Project Admin. And their interview role, Moderator, Observer, or None.

4. Click on Add Team Member.
To change Team Members settings:
1. Click on the three-dotted menu button located on the right side of the team member’s name that you wish to make changes to.

2. Click on Settings.
3. Click on different projects and interview roles to make changes.
4. Click on Save.
To delete a Team Member:
1. Click on the three-dotted menu button located on the right side of the team member’s name that you wish to make changes to.
2. Click on Delete.

Learn more about how to add/remove team members and about team members’ roles.

Only for "My Users" projects

Project settings for My Users projects have an added Compensation Details section under Project Settings.

To edit Compensation Details:

Click on Project Settings.
Click on Edit on the Compensation Details section.

To change currency, click to select the currency you want to change to.
To change the payment method, simply click on the top of the desired payment method to make your selection.
To change the compensation amount, click on the text field for currency and type in the currency changes.

Click on Save Changes.

Note: Keep in mind that if your research project has two project tasks, in which one of them is optional and the other is required, only participants that complete both tasks will be compensated the full amount.

For example: in a research project with 10 participants, 5 of the participants were invited to a 1:1 video interview based on their survey answers, only those who participate in both surveys and interviews will receive full compensation. The remaining 5 participants will only receive compensation for completing the survey.