Participant groups are created from your Participants database and are helpful in several ways. Participant groups help you:
Restrict access to protected or paneled projects
Restrict access to protected hubs
Send Newsletters to specific participants
Site and Hub Administrators cannot be added to a participant group, as they have access to all projects.
Create a group
You create participant groups using filters to narrow down the correct participants. These instructions will use the Email filter as an example, but we recommend you read About the Participants Filters for a complete understanding.
Go to Participants in the main menu to see a complete list of your participants. To create a group, you must select one or more filters, and the Group button will be grey until you do.
Select + Filters and choose Email from the dropdown menu.
In the Filter by email pop-up, enter the email domain (granicus.com, for example) you want to include in the Contains field.
Select Apply Filter and the participants list will narrow down to participants whose emails include that domain.
Select Group, enter the Group name, and select Save.
You can now view, edit, or delete the group by selecting it from the All participants dropdown menu.
Participant groups are dynamic, and new users are automatically added to them if their details match any of the filters you used.
Edit a group
To edit an existing group:
Go to Participants in the main menu to see the complete list of participants.
Select the required group from the All participants dropdown menu. The existing filters are listed next to the group name.
Select the X next to the filter to remove it from the group or add more filters using the + Filters button.
Save the new group by selecting the Group button.
You cannot manually include or exclude individual participants, but you can use the Contains or Does not contain fields in some filters to add or remove them from the group. For example, if a specific participant wants to be removed from a protected project, you could use the Does not contain field in the Screen name or Email filter to exclude them from participation.
Delete a group
If you no longer need a group, you can delete it. This will not remove any participants from your database.
Go to Participants in the main menu to see the complete list of participants.
Select the bin icon next to the group in the All participants dropdown menu.
Select Yes in the Delete group confirmation pop-up.