Archive a Participant Record

To archive a participant record, follow the instructions and/or watch the video below.

  1. Click on Participants in the left-side menu

  2. Find the participant you want to archive by scrolling through the list or using the search bar

  3. Click on the ellipsis in the Actions column

  4. Choose Archive

  5. A pop-up to confirm you’d like to archive this participant will appear. Click “Archive”