Set Participant Toolkit Expiry date  

Step 1: Click on Registered Users.  

Step 2: Click on Manage Participants.  

Note: This displays the number of active participants in the Toolkit. 

Step 3: Toggle on the Toggle Participant Details slider, then click outside the pop-up window to exit. 

Step 4: Click on configure icon of the selected participant. 

Note: This section displays participant details, including email address, registration date, and registration status. 

Step 5: Click and select the expiry date for the participant.

Step 6: Click Set New. 

Step 7: Enter notes in the Participant Notes field.

Note: Please do not include any personal data in this field.

Step 8: Click Save. 

Outcome: The expiry date appears in the participant’s section.

Step 8: When the expiry date is reached, the toolkit owner will receive an email notification, and the participant’s status will be set to Expired. 

Step 1: Click on Registered Users.  

Step 2: Click on Manage Participants.  

Note: This displays the number of active participants in the Toolkit. 

Step 3: Click on Set Schedule.  

Step 4: Click and select the expiry date for all participants.

Step 6: Click Set New.

Outcome: The notification indicates that the Toolkit owner will receive an email once expiry actions are completed on the scheduled date. The auto-expiry date will be shown in the Active Participants section. 

Step 7: When the expiry date is reached, the toolkit owner will receive an email notification, and the toolkit participants will be set to Expired.