When logged in a Partner;
On the Home page, click on 'Add a New Participant'
Enter the Participants basic information
If you would like to invite the Participant to complete the application form themselves, tick the 'Invite User' option.
Select which program the Participant application is for
Great job, you just created a Participant 🥳
Before continuing with this step, please make sure that you have created a new Participant.
When logged in as a Partner;
On the left-side menu, click 'Participants'
In the table, find the Participant that you would like to add/edit an application for
Click on the 'Edit' icon on the right of the record. The icon is a pencil.
You are now inside the Participants application
You can now complete the application form by clicking 'Continue' and entering the required information
Once finished, click 'Submit Application' to submit it to the Admin.
Congratulations, you just completed your first participant 🚀
You can use the pencil icon to edit this participants application at any time until it is submitted. You will not be able to make changes to the application once it has been submitted to the Admin.
To return to the Partner portal;
Click on the 'Profile' icon on the top right of the screen
Click 'Stop Masquerading'
You are now back in the Partner portal 👍