Participants can be added to a live engagement at any time. This is useful for late additions such as new staff members or participants who were accidentally left off the original list.
Add a single participant
- Open the engagement and go to the Manage tab.
- Click Add participants. You’ll have two choices, select Add one (1) participant
Enter the participant's email address, access code, or both — along with any demographic information.
- Click Add participant.
- If an email address is included, ThoughtExchange will send an invitation automatically
- If an access code is included, that participant will be able to participate immediately by entering their access code upon accessing the public link
Add multiple participants at once
- Open the engagement and go to the Manage tab.
- Click Add participants.
- Upload a .csv file containing only the participants to be added. Do not re-upload the full original list — this will create duplicates.
- Click Confirm.
Note: Participants added to a live engagement with an email address will receive an invitation automatically. Participants added with only an access code will not receive an email — share the engagement URL and their code with them directly.