Participant- Edit and Delete Participants

This article will cover

How to edit the Participant details
How to delete participant

Note:

To edit the participant details you need to have Permission : Participant > Participant_User >> Edit : Yes
To delete the participant details you need to have Permission : Participant > Participant_User >> Delete : Yes

How to edit the Participant details

To edit the participant, first locate the participant using the search option. Then click on the Pencil(Edit) icon next to the participant you want to edit.

After Clicking the Edit icon, a form will appear displaying the participant current details.

You can now update the necessary information, such as Name, Email Address, Address, Branch.

Note : Remember to click Save Button at the bottom right of the PopUp to save any changes made to the participant information.

How to delete Participant

You can delete Participant like this only if No Shifts have been Created for them, they have no associated quotes, No Service agreement are linked to them, No invoices have been generated for them.

To delete a Participant simply click the delete(Trash bin) Icon next to the participant you want to delete.

Clicking a Delete(Trash Bin) icon a prompt will appear with the options to Cancel or Yes Delete. If you still wish to delete the Participant click yes Delete, if not then select Cancel.