We’ve made several updates to IDS4 to make everyday tasks easier. These updates include new email capabilities, report delivery defaults, respondent export improvements, and expanded permissions.
Here’s what you need to know.
In IDS3, this feature was called Email List of Passwords. In IDS4, it is now called Email Respondent Codes.
Users can now select respondent codes from a link and email that list directly from the IDS4 platform.
Users can now set a default Report Delivery Method at the account level.
Navigate to Settings → Customization → Report Defaults → Delivery Options.
Available options include:
Once saved, this default automatically applies to any new link created and to reports emailed directly from the system. This saves users from having to re-select the delivery method each time.
The default multi-graph PDF page is now available as a report customization option alongside the Graphs-only PDF. Users can select this single-page graph summary from the Report Version dropdown on a report record, when emailing reports, or through bulk download, making it easier to quickly access the PDF without navigating into each individual report.
The report printing question, which asked respondents whether they would print to a color printer when receiving a copy of their report after completing the assessment, has been removed.
This question was causing black-and-white reports to be generated, so it has been removed, and reports should no longer be affected by that setting.
Personalization tokens, such as inserting a respondent’s name, were previously available only in reminder emails.
This functionality is now available across all email-sending features on the platform, allowing users to personalize any email they send.
Several updates have been made to respondent export spreadsheets:
Users with Folder or Link access can now convert reports. This includes:
For Link-level users, the Create Reports permission must be enabled to use these capabilities.
When inviting a new folder user or managing an existing user with folder access, account admins will now see a Billable Operations permission.
When this permission is turned off, the folder user cannot:
There is now a GDPR permission at the folder user level. Account Administrators can now enable this permission for folder users when it is appropriate for them to manage GDPR settings and erasures.
The IDS4 Name Card feature now includes legacy IDS3 options for name badges and table tents. This supports users who preferred the previous one-page name badge layout instead of the newer two-section format. No updates were made to the legacy options, other than that they are now available to generate via IDS4.
These IDS4 updates are designed to make managing respondents, reports, permissions, and email communication easier.
For any questions, please contact Partner Support.