Manage Participants
Once your theme has been configured, role and relationship types set up and curriculum built, you will be ready to enroll participants onto your program and assign relationships between them. These articles will take you through these launch steps.
- Archiving idle/redundant users
- Adding Participants to your Program
- Assigning Relationships Between Participants
- Supporting Users: Email Invites and Setting Passwords
- What Tags Are and How to Use Them
- Adding and Removing Participant Tags
- Using Tags to Assign Roles and Relationships
- User Statuses and Graduation Criteria
- What is Timeline Management?
- Resetting/Refreshing Learner Timelines
- Adding New Activities to Learners who have Started their Program
- Removing Activities from Learners who have Started their Program
- Updating a Learner's Timeline without Affecting their Progress
- Pre-Launch Checklist