What is the Research Panel ?
The Marvin Research Panel is a repository for all your research participant data. It centralizes participant information across projects so everyone has a clear view of the people participating in your UX research.
Access the Research Panel from the left navigation menu.
If you want to access details of the people interviewed for a specific project, you'll find them under the “Participants” tab in the project.
Who all can access participant data?
You can control who in your Marvin team can view and edit information in the Research Panel and Participants. Go to “Admin settings” in the main navigation menu.
By default, only Admins are allowed to view and edit participant details and columns in the Research Panel.
You can choose whether you want to extend this access to Contributors in Marvin as well. You may limit their access to the "Participants" tab in projects.
Search for participant data
You can search for people by name, email address, cohort and more.
Select the filters to narrow down your search for participants.
Make your team members visible in the research panel
You can decide whether you want your team members to be visible in the panel. This is helpful to keep track of which team member is speaking to which participants.
Toggle the setting that says "Show your team" (next to Filters) to choose what works best for you.
Add/delete/edit columns
Customize your view of the Research Panel by selecting "Manage Columns".
Default fields have a lock icon and gray background. These cannot be edited
Click the bin icon to remove a field
To add a new field, click “Add new”
Select whether you want the field to contain text (string), “Yes/No", numbers, dates, or a dropdown menu. Once you’ve chosen the column name and type, click “Add column” to confirm.
You can also create a dropdown column that lets you select multiple attributes.
This is useful when you want to sort a single user into multiple cohorts.
Add Research Panel fields to projects
You can replicate existing Research Panel fields in the project Participants tabs. Use this to gather data uniformly across studies. For example, you may have a column for number of employees in the Research Panel. To add this field to all project participant data, navigate to "Manage columns" and locate the field. Enable the setting, "Show field in project participant panel".
When you toggle this on, you will enable this field for all projects. It is not possible to make the field visible only for specific projects. Once you add a field to project participants data, it cannot be disabled. This is an irreversible step.
You can however hide columns or disable them from being used in filters.
Create project-specific fields
You may also want to gather participant data that is specific to just one project. In such cases, you can create project-specific fields.
Add new participants
Click "Add new participant" to include more research participants in your panel.
You will see a few options to add a new participant
Add a single new candidate button by typing out the information
Upload a CSV to add multiple participants at the same time
You can also integrate with Salesforce and Rally to auto-sync data from these accounts.
Download list of participants
You can download a list of all research participants by clicking the cloud icon (next to "Manage columns"). You will receive a link in your email to download a CSV containing all the participant data.
Participant bio
Marvin generates a useful summary for each participant in your research panel. You can use this to see when they were last contacted, and the summary of each call with the participant.
