Chloe Admin Portal - Participants

Perhaps the most important and useful screen for any study, the Participants page provides a list of all participants in the study, along with valuable functions and information about them and their status.

• The search bar allows you to look for participants by a variety of criteria. ID, first name, last name, email, etc.

• The pizza slice will launch filters that let you constrain what participants appear in the list on this page.

• Study staff can export the participant list as a csv file.

• Study staff can import a list of participants, or add them individually.

• Participants can be bulk selected using check boxes, which enables a set of features for communicating with participants, or performing actions on their accounts.Participant Bulk Action Options

• Clicking on a line item in the list will take you to the Participant Profile for the selected participant.Managing Participant Profiles

For a detailed explanation of the Participants page and tutorials on its use, please refer to the following articles: ​

📄 How to Add Participants

📄 Participants List Columns Defined

📄 Participant Bulk Action Options

📄 Managing Participant Profiles

For an overview of all screens available for a study in the Chloe Admin Portal, please refer to this knowledge base article: 📄 Chloe Admin Portal - Overview & Introduction