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Enable or Disable Anonymous Reporting

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Organizations can enable or disable anonymous reporting for individual categories or agencies.

We recommend, as a best practice, that if the organization disables anonymous reporting, it should also disable guest reporting.

Important Notes

  • Categories will be set to anonymous reporting by default.

  • The agency setting will not impact existing categories created under that agency.

  • When anonymous reporting is disabled, it will remove the ability to select reporting as anonymous on the web portal, CRM new request form, iOS (version 5.15.0), and Android (version 6.6.0.4692) mobile apps. For older versions of the mobile apps, the user will get an error that the category does not allow anonymous reporting.

Instructions

  1. Click your profile icon and select Manage Organization:The User Profile dropdown menu with the Manage Organization option highlighted.

  2. Select Request Categories on the left navigation menu:The Requests section with the Request Categories option highlighted.

  3. To manage guest submissions for an individual category, select the Actions (three-dot) menu and then Edit:The Actions menu of a specific request category with the Edit option highlighted.

  4. Check or uncheck Enable Anonymous Submissions:The edit screen for a category with the Enable Anonymous Submissions checkbox highlighted.

  5. Locate and click Update to save:The Edit Request Category Update button is highlighted.

  6. To manage anonymous submissions for an entire agency:

    1. Select the Actions (three-dot) menu and then Edit Agency:The Request Categories by Agency screen with the Actions menu expanded and the Edit Agency option highlighted.

    2. Check or uncheck the Default permit anonymous reporting:The Edit an Agency screen with Default Permit Anonymous Reporting checkbox filled and highlighted.

    3. Click Update:The Edit an Agency screen with the Default Permit Anonymous Posting toggled to on and the Update button highlighted.

      Note:

      The agency setting will not impact existing categories created under that agency.