Adding, editing, or
deleting participants in Worksite Setup
Note: To complete the procedures in this
document, you must be assigned a role having the necessary
permissions. To determine your role, follow the directions in Participant roles. To view a list of permissions
associated with a given role, see Permissions, roles, and tools. For a basic understanding of roles and
permissions, see Permissions and Roles: Overview.
From Worksite Setup in My Workspace, you can add, edit,
or delete your site's participants. To do so, from the menubar in My
Workspace, click Worksite Setup
, and then check the box next
to the site in which you wish to add, edit, or delete participants.
Note: Although you are able to check multiple
boxes, you can only revise the tools in one site at a time.
Click Revise
, and then follow the appropriate steps
below:
Adding participants
To add participants, follow these steps:
- Click
Add Participants
.
- For participants with official
usernames, under "Username(s)" type the participant's username. If you
wish to add more than one participant, enter each username on a
separate line.
For participants without official
usernames, under "Guest(s) Email Address (external participants,
e.g. jdoe@yahoo.com)", enter their email addresses, one per line.
- Under Participant Roles, choose whether to give all your newly
added participants the same role or different roles. For more
information about roles, see Participant roles. Click
Continue
.
- In the next window, if you chose to give all your participants the
same role, select the appropriate role to assign everyone. If you
chose to give each participant a different role, use the drop-down
list next to each username to choose the appropriate role. Click
Continue
.
- On the next page, you have the option to automatically send email
to the new participants to notify them of the site's availability.
Select the appropriate radio button, and then click
Continue
.
- Click
Finish
.
Editing participants
- In the participant list, use the "Role" drop-down list to change a
participant's role.
- Use the "Status" drop-down list to activate or de-activate a
participant.
- Click
Update Participants
.
Deleting participants
- In the participant list, under "Remove", check the box(es) next to
the participant(s) you would like to delete.
- Click
Update Participants
.