Web brokers window

In this topic:

• Opening the web brokers window
• Window description
• Setting up brokers
• Commands
• Context menu

When you click web brokers in the ribbon when the web tab is active, the web brokers window appears.

In this window, you can add brokers (sample providers), who will then appear as columns in the web tab's quota tree (in other words, you can view quota completed from sample provided by each broker).

In order for a broker to be available in this window, you first need to set the broker up as an Agent. The Agent name should reflect the broker name (in order to make it easy to identify), and in the Agent's broker field (found in the general tab of the agent properties), you should enter the exact name of the broker, which should exactly match the name you are using in the broker field in your survey start link for this broker. For example:

The following commands are available in the web brokers window:

• Add...: Allows you to add one or more brokers. A dialog appears, allowing you select the broker or brokers. You can select multiple brokers at a time if you wish. Note that brokers are only available once you have set them up as Agents within Supervisor.

• Delete: Removes the selected broker.

• OK: applies your changes and closes the window.

• Cancel: abandons your changes and closes the window.

The context (right-click) menu contains the following commands:

• Add...: Allows you to add one or more brokers. A dialog appears, allowing you select the broker or brokers. You can select multiple brokers at a time if you wish. Note that brokers are only available once you have set them up as Agents within Supervisor.

• Delete: Removes the selected broker.

• Properties: opens the properties for the selected broker.