Bringing someone into your Bello project manually? Whether you're adding a single participant, a client observer, or someone special from your panel—this guide walks you through the easy, flexible process of adding a person one-by-one.

It’s a great way to stay in control of your participants, apply custom tags, and tailor your research setup exactly how you like it.

When Would You Do This?

Use this method when:

You’re adding just one user, not a whole list.
You want to assign someone a specific role (like Participant or Observer).
You need to apply tags for easier sorting or filtering later.
You're doing a quick manual entry during prep or even mid-project.

Step-by-Step Guide

Step 1: Head Over to the “People” Section

On your main dashboard, look to the left-hand sidebar.
Click on “People” under your active project.

📌 Note: You’ll need to be inside a project to access the People tab. You’ll see the active project name at the top left—make sure it’s correct!

Step 2: Click on “+ Create Person”

Once you're on the People page, you’ll notice two options at the top:

+ Create Person
Import People (for uploading a CSV of users)

Go ahead and click + Create Person to open the user creation modal.

💡 Use “Import People” only when you have multiple users and want to save time with a CSV upload.

Step 3: Fill Out the “Create Person” Form

Here’s where you’ll input all the essential details for your new user.

1️⃣ Select the User Role

Open the “Role” dropdown menu.
Choose the right role for this person—most commonly, this will be Participant, but you can assign other roles depending on your setup.

🎯 Each role comes with different levels of access—choose based on what the person needs to see or do.

2️⃣ Enter Their Information

Display Name: This is the name that will appear throughout the platform.
Email Address: Crucial—this is how they’ll receive meeting links, notifications, and any communication.
Phone Number (optional): Handy for SMS reminders or follow-ups, if enabled.

💡 Double-check the email address! If there’s a typo, they won’t receive their access link or invites.

3️⃣ Assign Tags (Optional but Powerful)

Tags let you label, filter, and sort users in meaningful ways.
Click into the Tags field to select from your existing tags—or just type a new one and press Enter.

🗂 Use tags like “Gen Z”, “Healthcare”, “Returning Participant”, “NYC Panel”, etc.—whatever makes sense for your workflow.

Step 4: Hit “Create Person”

Once everything’s filled out:

Scroll down (if needed) and click the “Create Person” button.

🎉 Success! Your new user has been added to your project. They’ll now appear in the “People” list, complete with their role and tags.

Optional: Edit or Remove Users Anytime

Need to make changes later? Easy.

Find the person in your “People” list.
Click the three-dot menu (⋮) next to their name.
From there, you can:
- Edit their info or role
- Update tags
- Remove them from the project, if needed