Once your program is set up, you need to add participants to the program. A participant cannot sign up for an allowance if they are not added to the program prior to receiving their invitation.

Table of Content

Add Participants

To add participants to a program, follow these steps:

Navigate to the Manage programs tab
Select the program you want to add the participants to
If it is not selected, select the My participants tab

Click the +Add participants button, you can then select adding individual participants or upload a CSV

Add individuals - Recommended for when adding less than 5 people

To upload participants individually:

Choose the program that you want to add participants to
Enter the participant's email address. You can add multiple participants by separating the emails with a comma (",").
Click the Add participants button

Add by CSV upload - Recommended for when adding larger lists of people

To upload participants in bulk:

Select the Add by CSV upload tab
Download the CSV template and fill it out
Upload the CSV file by drag and drop or by browsing your computer files
Click the Add participants button

Note: Invitations are not sent at this time. To learn how to send invitations, check out this article.

Delete Participants

If for any reason you need to remove a participant, follow these steps:

Select the Manage programs tab
Select the program you want to remove the participant from
Find the participant you want to remove
Select the 3 dots on the right side
Select Remove participant

Click the Remove from participants button to confirm

Check Participant Onboarding Status

Once you have sent your participants you can check which participants have been onboarded and which are still pending.

To check participant status, follow these steps:

Select the Manage programs tab
Select a program
Select the My participants tab
Use the participant drop-down menu to check participant status

All participants: This will show all the participants added to the program
Onboarded Participants: This will show a list of all participants that created an account
Pending participants: This will show a list of participants who have been invited but haven't created an account and set up their smart card