Enroll Participants One-by-One

TABLE OF CONTENTS

• Walkthrough
• Enroll Participants One-by-One
• Enroll Participants Using Excel (En Masse)

Walkthrough

Enroll Participants One-by-One

To enroll participants one at a time:

1. On the left, in your Mission Control, click Participants, Staff, & Service Sites.
   
   
2. On the right, click Manage participant accounts.
   
   

   
   

   
   
3. On the top of the page, select Add a New Participant. 
   
   
4. Enter the participant's First Name, Last Name (Term #) and E-mail Address.
   
   
5. Click Next. 
   
   
6. A window will open. Enter all the required information.
   
    
7. If you want the participant to receive an e-mail with instructions for setting up their password and account immediately, leave the checkbox at the bottom of the form selected (Send the password setup e-mail now). 
   
   Otherwise, uncheck the box. (You can send this later.)
   
   
8. Click Save to enroll the participant.
   
   

Enroll Participants Using Excel (En Masse)

You may enroll your participants in the Impact Suite all at once using a custom Excel template (see this article).