Participant archiving

Participant archiving

NOTE: An archived participant will not be visible in the participant lists (both the general list and within groups). Their participant data will be retained. If a participant remains archived throughout the entire billing period, they will not be considered active and will not be included in the system fee calculation.

To archive a participant:

1. Go to the “Activities” column
2. Click the “Archive” button



NOTE : If you want to restore a participant or a group from the archive:

1. Click “Archive” in the lower-left corner.
2. As with archiving, go to the “Activities” column and click the “Archive” button. Archived items will be displayed in greyed-out form.





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