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A Presenter can upload Participants through our CSV importer or if they are an Instructor, it can be performed through LMS import. By importing the participants, it gives an option to import them into a participant group. This is helpful if the Presenter needs to separate based on sessions or courses based on their use case.
Note: If your participants are unable to register for your presentation, then your account may have the self-registration feature disabled. Learn more about Participants cannot self-register.
In order to create a participant group before using one of the importer methods, you can follow the steps below:
Step 1: Click on the Participants button on the navigation bar listed on the left-hand side
Step 2: Click on the New group button under the Groups list located on the right-hand side
Step 3: Enter the desired name of the new group
Step 4: Click on the Create button to save the changes
Step 5: The new group will be listed with a different color group than the default Ungrouped
Edit or Rename Group
If you need to delete or rename an existing participant group, you will need to select the Edit link under the Groups list. From there, it will give an option to either delete or rename the group. Once completed, click on the Done link to save the changes.
Note: If you delete a group, you will be prompted for confirmation. Participants with no remaining group assignments will be shown in the ungrouped.
Inviting Participants using a link
If you do not want to use any of the importer methods and would like for participants to enter their own information, you can share the invitation link in order for them to self-register and be auto-added to the desired group.
To share the invitation link, click on the Invite next to the group name, copy the link, and then share it with the desired participants.
