The Participants Tab
The Participants tab is where you will keep track of your Participants (volunteers, parents, attendees, students, etc.) and their assignments for each individual SignUp. People get listed on this tab in one of four ways:
- An Organizer sends a direct Personal Invitation from the SignUp to the Participant's email address
- A person uses the Shareable Invitation link to access the SignUp (even if they don't sign up).
- An Organizer adds a manual assignment for a Participant.
- The SignUp Organizer is automatically added during the SignUp's planning steps.
Start by going to the Participants tab of your SignUp's Organizer view. (Login and in the My SignUps menu on your Dashboard, click the SignUp Title to open your Organizer view).
This screen displays the Participant's name, email address, invitation status (if direct invitations were sent), the number of Spots (shifts, tasks, or items) they've signed up for, and the date they last viewed this SignUp. If the Waiver option is enabled, it will also indicate whether the Participant has accepted it.
- You may sort the Participant list by any column—simply click on the column title.
- To remove a Participant and their assignments, click the trash icon in the far-right column. This will invalidate their personal invitation link (though they can sign up again using a Shareable Invitation).
- Review a Participant's details by clicking on their name (including their current assignments and contact information. Also listed are responses to Custom Participant Questions.)
- You may make edits to the Participant's name or contact information on the Participants Details screen (click their name to access).
- To delete a specific assignment, click the x at the far right of the assignment.
If you are using a mobile device, click on the SignUp Name in the My SignUps menu. Then, click on the Participants tab. Above the Participant List is a light blue Search area where you can search for Participants by name, email or the name of the Spot they are signed up for.
You can then click on any Participant's name to see the Participant Details:
- You may email, call or text the Participant from this screen.
- You may also click edit to make changes to the Participant information here.
See Also:
How Can an Organizer Search for a Participant’s Assignments
How can I add an assignment for a participant or volunteer (with or without an email address)?
What's the Difference Between a Contact List and SignUp Participants?