How to Create a New Participant

Navigate to the Participants tab and click on Start New Participant Wizard.

Fill out all the available information on the form, then click Save.

You will then be directed to the participant’s portal.

In order to allow a participant to sign up for an account or sign on to the participant portal, you must ensure that the participant account has a Primary Email Address.

If you did not add the primary email address in the New Participant Wizard, locate and expand the General information wizard.

Click Edit.

Enter the participant’s primary email address, then click Save.

You may now enable the participant portal.