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 the configure icon for 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: Once set, the user's expiry date appears as Auto Expire: [Date] directly below their name under the Registered Users tab.

Step 9: When the expiry date is reached, the participant’s status automatically changes to Expired.

Step 10: Click on Manage Participants to view the updated count of expired participants.

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 5: Click Set New.

Step 6: Click Close.

Outcome: The auto-expiry date will display in two locations:

• Under Toolkit Participant Management, in the Active Participants section.

• Below each participant's name under the Registered Users tab.

Step 7: When the expiry date is reached, the toolkit participants will be set to Expired. 

Step 8: Click on Manage Participants to view the count of expired participants.