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Participant Management Guide

Learn how to invite, manage, and engage participants in your workspace

8 min readBy Changemaker Team1/10/2025

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Participant Management Guide Overview Understanding Participant Roles Participant Role Admin Role Inviting Participants Email Invitations Bulk Invitations Public Enrollment Links Onboarding Participants First-Time Setup Onboarding Best Practices Managing Participant Access Viewing All Participants Filtering and Search Updating Participant Information Removing Participants Tracking Participation Individual Participant View Workspace-Wide Metrics Communication with Participants Individual Messages Broadcast Announcements Automated Notifications Data Privacy and Security GDPR Compliance Data Security Managing Consent Participant Engagement Strategies Building a Thriving Community Increasing Participation Retaining Participants Advanced Participant Management Segmentation Participant Tiers Mentor Programs Reporting and Analytics Standard Reports Custom Reports Exporting Data Troubleshooting Participant Can't Access Workspace Low Participation Rates Participant Data Issues Related Resources Need Help?