This feature allows you to create groups within your organization and assign participants to these groups.
Note that only active participants can only be assigned to a group, if the participant is archived, they will not appear on the participant list/table.
This enables you to manage participants that are specific to each group, providing tailored reports that caters to the unique needs of your organization.
Here’s what you can do in this tab:
Search for a Specific Participant: If you need to find a specific participant, simply click on the search field, type in the participant’s name, and select the correct result from the dropdown list that appears.
Create Groups: To create a new group, click on the gear icon located in the tab. This will open a dialogue box where you can enter the name of the new group and add participants to it.
Select Groups to View: If you want to view the details of a specific group, click on the gear icon and select the group you want to view from the dropdown list that appears.
Assign Participants to Groups: You can assign participants to the created groups by toggling the switch next to their name on or off. When the switch is on, the participant is part of the group. When it’s off, they are not part of the group.
The groups table can display up to 5 groups simultaneously. To configure this, go to “Selected Groups”. Use the drag-and-drop feature or the directional buttons to move a group under “Selected Groups”. After arranging, click “Save and Apply”. The groups under “Selected Groups” will then appear on the table.
