Registered Users Purpose
The purpose of Registered Users is to view and manage all registered users for an event. This includes marking the user as attended for the event and revoking points as needed.
Registered Users Overview
The Registered Users Tab may be used to view registered users, add new users, award points, and to delete registered users. You may also export registered users to Excel.
Each user will appear here once they have registered on the event details page. Depending on the user role, it is also possible to add new users to the roster.
A user may be marked as attended and awarded points accordingly or their points can be revoked when needed.
Important: Any time a change is made within the Registered Users Tab, the user will be notified by the system via notifications.
Adding New Users
As an Admin, you have the ability to register individuals for the event. Complete the following steps to register a user for an event:
Step 1: Click on Add New User to get started.
Step 2: If Time Blocks have been set up for the event, you can view the available slots. Choose a Time Slot from the drop-down menu.
Step 3: In order to add the new user, you will need to know the individuals Username.
Step 4: Click Save to finish adding the user.
The user will be added to the registered users list. If time blocks have been configured for the event, you will see the Slot Date and Slot Time in the table. Otherwise, these columns will not be in the table.
The user will receive an email with a calendar invite stating that they are registered for the event at the selected time slot (6:00 AM for example). The user will receive a confirmation number as well.
Removing Registered Users
To remove a user from the registration, click on the X for that user within the Registered Users Tab.
A confirmation window will appear to show the user was removed, click OK to close this window.
When a user is removed, they will receive a removal calendar cancellation invite.
User Registration & Attendance
Depending on the role of the user (health technician, program admin, coach, etc.), you can search for users by confirmation number, first name, or last name while at the event. Click on the Attendee Icon to mark them as attended.
If the icon is green, then the user has been marked as attended. If the icon is appears grayed out then the user has not been marked as attended.
Later on, if you have an award associated with the event, than points will be awarded automatically.
If the Attendee Icon is unchecked, then the system will revoke the points.
Keep in mind that every time you check and uncheck the Attendee Icon, the user will be notified in the system.
If the event has a time slot, you will also see a Time Slot Column on the Registered Users Tab. However, if no time slot has been configured, it will not be present in the table.
Exporting Registered Users List
Depending on the user role, you will have the ability to export certain columns of the registered users roster. To do so, click on Export to Excel within the Registered Users Tab.
Troubleshooting FAQ
What happens when I check people into their events? Will they get their points?
What happens when I add a new person to the roster?
How does this look to the user?
How do I cancel an event attendee?
Can I stop the system from sending the cancellation email?
Can I filter who is attending?
Can I add a user at the event?
What happens if I set the point award after people have attended the event?
When are the points getting awarded to users who attend the event?
Will the system be notified when points are revoked for a user?
What happens when I check people into their events? Will they get their points?
Yes, as soon as you check them in at the event, the system will automatically award them the points.
Can I export the roster?
Yes, you can export the roster. To do so, click on Export to Excel.
What happens when I add a new person to the roster?
As an Admin, you can add a new person to the roster for the event.
If the event requires consent, the consent process is documented on this page <link to consent page>.
The consent will show no if a person has been added to the roster by the Admin.
How does this look to the user?
To see how this looks for a user, please see <insert link to page with image>.
How do I cancel an event attendee?
You can cancel an attendee at any time and the system will automatically send a cancellation email.
Can I stop the system from sending the cancellation email?
No, at this point it is not available.
Can I filter who is attending?
Yes, you can click on the filter icon for each column and multiple options are provided to select from.
Can I add a user at the event?
Yes, you can add a user at the event. As an Admin, you can do so by clicking on Add New User within the Registered Users Tab.
What happens if I set the point award after people have attended the event?
The system will not award the points to the user.
The system must have the health points configuration prior to event start time.
Once the event is set and the checkbox has been checked for attended, then the points get awarded.
When are the points getting awarded to users who attend the event?
They are awarded when the attended checkbox is checked for the user or when clicking on the icon within the Registered Users Tab.
Can the points be revoked?
Yes, if the points have been awarded and you want to revoke them, then click on the icon again and revoke the points from the user.
Will the system be notified when points are revoked for a user?
Yes, the system will be notified that the points got revoked. Users will see this notification within the User Notifications.
Please see the User Notifications page of the User Guide for more information.