Add & Edit People

Add & Edit People

People are the foundation of your program. You can add, update, and manage participant information within a group to ensure your data stays accurate and up to date.

Add a Person

1. Open a group
2. Go to the People tab
3. Click Add Person
4. Enter basic details such as name and email
5. Click Save

Use manual entry when adding a small number of participants.

Edit a Person

1. Open a group
2. Find the person in the list
3. Click on their name
4. Update their information
5. Save your changes

You can update any field, including custom fields, at any time.

What Information You Can Store

Each person includes basic details such as:

• First Name
• Last Name
• Email

You can also add custom fields to store additional information, such as role, location, or preferences.

Keep Your Data Accurate

• Update participant details as they change
• Remove duplicate or outdated records
• Use consistent naming and formatting

Accurate data improves filtering, assignments, and communication.

When to Use Import Instead

If you need to add or update many people at once, use the import feature instead of manual entry.

• Import People into a Group

What to Do Next

• Import People into a Group
• Use Custom Fields
• Create a Subgroup