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Introduction to Participants

Overview of Participants in Recollective, how they're added to Studies, and how to manage them via the Participant Directory.

A person that is in a Study, but is not an administrator, is deemed a participant of that Study. Every participant is also a Panelist of the site.

Note: Managing a participant relates to managing their membership to the Study more than it has to do with managing an account.

People are most often added to Studies as participants via a bulk import or through a registration link. You can also assign existing Panelists to a Study.

Add Participants area within Study Admin

Within a Study, participants can easily be managed via the Participant Directory. You can view active participants in the study, resend invitations, check the Leaderboard (if you've enabled the Leaderboard option within Points), review screened applicants, and delete contributions from inactive participants. Most operations can be performed for a single participant or in bulk.

Access the Participant Directory via the dedicated icon (which also shows the number of active participants in your Study) as shown below:

Participant Directory icon highlighted with active participants displayed above the View All button

🗣️ Still have questions or want to leave feedback on how we can do better? Contact us at helpdesk@recollective.com.

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