Adding a participant

 

To add a person or group with an existing account on Rundl as a participant:

adding_an_existing_participant.gif

  1. Open the Menu side bar by clicking the open_menu.jpg Menu button in the top right corner of the Rundl header.
  2. Click the participants_icon.jpgParticipants tab.
  3. Click the _add.jpg button.
  4. Alternatively click the grey_plus.jpg button in the "participants" section on your dashboard.
  5. Search for a person or group name. NOTE: You can also enter an email address that is already verified and assigned to a person. Rundl will match the address to the person.
  6. You can enter a custom message. The message will be shown in an invitation/notification email.
  7. Optionally, choose if the participant will be an observer. If you make a participant an observer, they can follow the activity and status updates, but can't message or comment.
  8. Click save.jpg

    The participant is added. People and groups that require a request are shown as pending.

 

To invite a new person as a participant:

adding_a_new_participant.gif

  1. Open the Menu side bar by clicking the open_menu.jpg Menu button in the top right corner of the Rundl header.
  2. Click the participants_icon.jpgParticipants tab.
  3. Click the _add.jpg button.
  4. Enter an email address.
  5. Optionally enter the person's details.
  6. Assign a role.
  7. You can add a custom message. The message will be shown in an invitation/notification email.
  8. Choose if the participant will be an observer.
  9. Click save.jpg

    A virtual participant is added and is shown as pending. The person will receive an email with a link to sign up. Once signed up he/she will automatically be added as a participant.

     

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