Participant Management
Learn how to manage participants in Equip.
By Trent and 1 other2 authors7 articles
- Adding and Inviting ParticipantsLearn how to add participants to Equip, send app invites, resend invites, and understand invitation statuses.
- 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.
- 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.
- Importing Participants in EquipLearn how to import participants directly in Equip with an Excel spreadsheet.