Your Organization
Your roster, join codes, participant coverage, and organization details.
Your Organization is the card on your dashboard that covers everyone who can take part in your listening sessions and everything Polaris knows about your organization. Five tabs.
Roster
Everyone in your organization, with a count of members, participants, and sensemakers across the top. Filter by role, sort by name, email, or when they were added.
Two ways people get on it:
- Add participants. Paste a list of email addresses, comma-separated, and Polaris creates their accounts. They still have to sign in themselves; until they do, they show as pending.
- A join code. Share the participant code and participants add themselves. Easier for a whole building, less precise about who ends up in there.
Most organizations use both: bulk-add the groups you're listening to, and keep the join code around for the stragglers.
Sensemakers
A sensemaker is a participant who can host collaborative Thematic Analysis activities for their group. It is a per-participant toggle on the roster, available after that person has signed in at least once. You can flip several at a time by selecting them first.
Sensemaker access also lets that participant read your organization's listening reports (except any shared with staff only), since the activities are built from them. It does not open anyone else's conversations or the roster. This is separate from the Facilitator role; see Roles for everything each one can do.
Participant Overview
If you added participant info questions to a session, this is where the answers roll up, combined across every session you've run.
Use it to check coverage. It's the page that tells you that you heard from 40 sophomores and 4 seniors, so the next session can go find the seniors. Export CSV pulls the whole thing out if you want it in a slide for your leadership team.
If you never added participant questions, this page is empty and links you to create a session with some.
Join Codes
Your organization has two codes, each four words long. The code someone enters is what decides their role, so the two are not interchangeable:
- Participant code: share with participants so they can join your organization. Creates participant accounts: no reports, no roster.
- Facilitator code: only share with authorized facilitators. Creates facilitator accounts, which include access to your listening reports.
Both are on this page, labeled, with a copy button. If someone signs up with the wrong one, they end up in the wrong role and the Polaris team has to fix it, so be deliberate about which code goes in which email.
Treat the facilitator code like a password. Anyone who enters it gets facilitator access to your organization, including your listening reports. Don't put it on a slide, a handout, or anything a participant device sees.
Rotate generates a new code immediately and stops the old one from working. Anyone who already joined keeps their access. Rotating only affects people who haven't joined yet. Rotate when a code has been shared more widely than you meant, or when a listening cycle ends.
Roles
What participants, facilitators, and sensemakers can each do, in one place. It's the same reference as the Roles page here, and it's where to look when you're deciding which join code to hand someone or whether to make a participant a sensemaker.
Info
Your organization's name, type, and identifier as Polaris has them. Read-only. If something is wrong or your organization's name has changed, let your Polaris contact know and we'll update it.