Adding, editing, or removing participants
On this page:
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. For a
basic understanding of roles and permissions, see Permissions and roles: Overview.
Adding participants
- In your site, from the menubar, click
Site Info
.
- 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
.
- Choose the roles for the participant(s) you are adding. If you're
assigning different roles to participants, use the drop-down list next
to each name to select the appropriate role. If you're assigning the
same role to all the participants you're adding, use the radio buttons
to select the appropriate role. Click
Continue
.
Note: Depending on your's site's configuration, roles
may vary.
- On the next page, you have the option to automatically send email
to the new participants, notifying them of the site's availability.
Select the appropriate radio button, and then click
Continue
.
- Confirm that the information for the participant(s) you're adding
is correct, and then click
Finish
.
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Editing participants
- In your site, from the menubar, click
Site Info
.
- In the Participant List, you can change a participant's role using
the drop-down list under "Role".
- Under "Status", use the drop-down list to change a participant's
status; choose
Active
or Inactive
.
- Click
Update
Participants
.
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Removing participants
- In your site, from the menubar, click
Site Info
.
- In the Participant List, under "Remove", check the box next to
each participant whom you would like to remove.
- Click
Update Participants
.
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