Add Participant

Add Participant

The manual participant process allows administrators to add individual participants directly to a session through the portal. Administrators can enter participant details, assign optional identifiers for integration with external systems, place participants into groups, control when invitations are sent, and save participants individually. This method is ideal for adding or managing a small number of participants with precise control over identifiers, grouping, and invitation timing.

Participants can be added individually using the manual invite option.

  1. To manually add a participant, click the Invite button. This opens the participant entry form.
  2. The required fields are first name, last name, and email address. These fields must be completed before the participant can be saved.
  3. You may optionally enter a Participant ID and/or Member ID. These identifiers can be used to link a participant record to an external or internal system.
  4. A Participant ID is specific to the current session and is used to identify the participant only within that session.
  5. A Member ID can be reused across multiple sessions and allows the same individual to be consistently identified across sessions.
  6. Use a Participant ID when the identifier applies only to the current session. Use a Member ID when you want to track or reference the same individual across multiple sessions.
  7. The Group field allows you to assign the participant to an existing group or create a new group. Group assignment controls access and visibility based on session permissions.
  8. The Invitation Send Date determines when the invitation email is sent to the participant. The invitation will not be sent until this date. If the field is left blank, the invitation is sent immediately after the participant is saved.
  9. After reviewing all entered information for accuracy, click Save to add the participant to the session.

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