Once you have created a few participant users, you can view your list of participants and search for users on the Participants grid.
Viewing Your Participants
To access the Participants grid, ensure that your permission set has "Manage participants --- Allow user to manage participants" selected.
You can then access the Participants grid by hovering over the left-hand navigation menu, and clicking on Participants.
Once you click on the Participants button, you will be brought to the Participants grid, where you will see the first 20 participants in your system. The grid automatically displays their name, email address, the contact they are associated with, and their permission set.
Note: You can access more data columns, like Status, Added On, and Updated At by clicking on the three horizontal line button in the top right, and selected additional columns to add
By default, your Participant grid will load the first 20 participants. If you have more than 20 participants, they will be listed on separate pages. You can either click on the arrow buttons at the bottom of the grid to navigate to the different pages, or you can increase the number of participants in the list.
Searching For Participants
The participants grid gives you options for filtering and sorting your list, to make it easier to find specific participants.
The Name and Email sections can be filtered down for a particular name or email. Entries typed into the filter box will begin matching and will list results with the same letters.
You can remove your entry at any time by clicking on the X button in the filter box. This will reset the grid.
If your participant users receive different permission sets, you can also filter by permission set by clicking on the drop-down under the "Permission set" column.
You can also sort your list by any of the columns, in ascending or descending order. To do this, simply click on the column header name. It will sort the column ascending. If you click again, it will re-sort is as descending.
