Participant Management

The Participants page provides tools to view, manage, and organize all participants across your organization's projects.

Accessing Participants

Navigate to the Participants section:

Click "Participants" in the main sidebar
You'll see a list of all organization participants
Use filters and search to find specific participants

Participants List

Table View

The participants table displays:

Column	Description
Name	Participant's full name
Email	Contact email address
Country	Origin country
Projects	Number of associated projects
Status	Registration and submission status
Actions	Available management options

Status Indicators

Visual badges show participant status:

🟢 Active - Currently participating in projects
🔵 Completed - Finished participation
🟡 Pending - Invited but not yet active
⚪ Inactive - No current project associations

Filtering and Searching

Search

Find participants by:

Name - First or last name
Email - Email address
Country - Origin country

Filters

Filter the participant list:

By Status

All participants
Active only
Pending invitations
Completed
Inactive

By Project

Participants in specific projects
Cross-project participants
Unassigned participants

By Country

Filter by origin country
Useful for regional analysis
Group by geographic regions

Sorting

Order participants by:

Name - Alphabetical
Country - Grouped by origin
Join date - When they first participated
Project count - Most to least active

Participant Details

Viewing Individual Participants

Click on a participant to see:

Personal information - Name, email, country
Project history - All projects they've participated in
Submission data - Carbon footprint information
Activity log - Registration and submission history

Participant Profile

The profile view shows:

Basic Information

Full name
Email address
Country of origin
Account creation date

Project Associations

List of projects:

Project name and dates
Role in project
Submission status per project
Carbon data submitted

Carbon Footprint Summary

Total emissions across all projects
Average per project
Transport mode preferences
Trend over time

Managing Participants

Editing Participant Information

To update participant details:

Find the participant in the list
Click "Edit" or the participant name
Modify the fields
Save changes

Editable fields:

Name (corrections)
Email (if changed)
Country (if incorrect)

Note: Some fields may be locked if the participant has an active account.

Removing Participants

To remove a participant:

Find the participant in the list
Click "Remove" button
Confirm the action

What happens:

Participant is removed from the organization
Their data remains in projects (for reporting)
They lose access to any associated accounts
Can be re-invited later if needed

Caution: This action cannot be undone.

Merging Duplicate Participants

If the same person appears multiple times:

Identify duplicate entries
Select the primary record
Use "Merge" function (if available)
Choose which data to keep
Confirm the merge

Best practice: Prevent duplicates by using consistent email addresses.

Participant Data Management

Exporting Data

Download participant information:

Select participants (or use filters)
Click "Export" button
Choose format:
- CSV - For spreadsheets
- PDF - For reports
- JSON - For integrations
Download the file