The participant list can be uploaded during the Manage tab of engagement creation.
Steps
- Go to the Manage tab step during the creation of an engagement.
- Check the “Protect participant privacy” checkbox to indicate confirmation that any additional demographic data does not contain sensitive PII.
- Click Upload participants.
- Select the .csv file and click Open.
- Click Confirm to complete the upload.
The ThoughtExchange platform will validate the file and flag any rows with missing or invalid data. Errors can be corrected and the file re-uploaded before confirming.
Note: Each email address and each access code must be unique across the file. Duplicate entries will be flagged during validation.