Adding Participants to the Participant Administration Table

Basic Administration > Managing User Participation > Participant Administration > Working with Participants > Managing Users > Adding Participants to the Participant Administration Table

The Find Participant window allows you to enter search criteria for locating one or more participants and add them to the Participant Administration table.

To search for one or more participants, use the following procedure:

1. Select Add Participants from the Actions menu or click the add participants icon

. The Find Participant window opens.

2. In the Search for menu, select one of the search options, described in the following table, to customize search options and results. Specify values in one or more of the Search In fields to define the desired search results.

Search for:	Description	Search In Fields:
All Participants	Searches for user, group, or organization participants with the specified name.	Participant Name, which can consist of User Name (First Name Last Name), Group Name, or Organization Name
User	Searches for user participants with the specified name.	Full Name, which can consist of any part of the first and last name of the user User Name, which can consist of User Name or part of User Name Email Organization Name
Group	Searches group participants with the specified name.	Group Name Description-searches the brief group description that was defined when the group was created.
Organization	Searches for organization participants with the specified name.	Organization Name Organization Identifier, which can consist of Organization ID, CAGE Code, DUNS Number, or ISO6523

Participant search properties can be set to adjust methods for narrowing the search and returning participants with specific characteristics in the search results. For more information, see Searching for Participants in Administrative Clients.

3. Enter values in the Search In fields and click Search. Participants matching your specified criteria appear in the Search Results.

The selection criteria fields are not case-sensitive and you can include the asterisk (*) wild-card character to represent one or more characters. You can also click Search without entering any values in the fields to display all available participants.

Multiple names can be specified, separating each name with a semi-colon.

4. Select participants using one of the following methods:

a. Select participants from the Search Results and click Add to move the participants to the Participant List. Click Remove to remove the participant from the Participant List.

b. Select participants from the Most Recent Participants field, which displays participants you have recently searched for, and click Add.

5. Click OK to add the participants listed in the Participant List to the Participant Administration table.