Participant Management
Learn how to manage participants in Equip.
By MaryGrace and 1 other2 authors7 articles
Adding New ParticipantsLearn how to add new participants to Equip, including seat-limit behavior, profile details, and optional app invites.
Delete a ParticipantLearn how to delete a participant, when to discharge instead, and when deletion should be avoided.
Introduction to the Participants PageLearn how to view, search, filter, and manage participant profiles from the Participants page in Equip.
Importing ParticipantsLearn how to import participants into Equip with an Excel spreadsheet, validate the file, and handle seat limits.
Setting a Participant as InactiveLearn how to set a participant to inactive status (archive them) in Equip to remove access without deleting data.
Updating Participant InformationLearn how to update participant information in Equip so your organization always has accurate, up-to-date records.
Batch Actions for ParticipantsLearn how to select multiple participants and batch assign them to supporters or add them to groups.