Participant Management
Adding, importing, updating, discharging and deleting participants and their profiles.
By MaryGrace and 1 other2 authors7 articles
- Add a participant and invite them to the mobile appAdd a participant from the Participants page, choose whether to send the mobile app invite now or later, and know what the participant sees when they accept, including the SSO…
- Deleting, discharging, or inactivating a participantDischarge a participant who is leaving so their records stay; delete only test or duplicate profiles with no history, because deletion is permanent and is blocked when records must be…
- Find and open participants on the Participants pageThe Participants page lists every participant in your scope with search, sort, filters for status, group, supporter and invitation status, shortcuts into each participant's records, and the Add, Import and…
- Update a participant's profileEdit a participant's name, preferred name, pronouns, demographics, medical, legal, enrollment, contact and address details on the General tab under Edit Profile & Settings, and manage Case IDs from the…
- Assign supporters, add to groups, or invite many participants at onceBatch Actions on the Participants list assigns supporters, adds participants to groups, or sends mobile app invites to every selected participant in one step; who sees each action, how selection…
- Importing ParticipantsLearn how to import participants from a spreadsheet in Equip.
- Importing custom field values with the participant importAdd a column named after each participant custom field to the participant import file, how headers are matched, which values each field type accepts, and what the validation errors mean.