Managing Participant Customer Service

If you have the appropriate permissions, you may be able to work with participant registration and gift information.

Click one of the following links for  information about:

• Registering a Participant to record the registration details for a new participant
• Viewing the Registration Summary for a Specific Participant to display the Username, Participation Type, Registration Type and Status, and team information as well the gift history of a specific participant
• Editing Responses to Registration Questions to correct typographical errors, change the response, or add a response to an unanswered question
• Recording a Donation Made in Support of a Participant to enter offline confirmed or unconfirmed gifts received
• Editing the Registration Information of a Participant to change the Participation Type, Display Name Options or Screen Name, Fundraising Goal, or Emergency Contact information
• Changing the Registration Status of a Participant to Inactive or Active to keep a person from logging into their Participant Center, or enabling an inactive participant again
• Making a Participant Personal Page Private or Public to keep the general public from displaying the Personal Page unless they know the direct URL
• Changing the Team Membership or Rank of a Participant to promote a team member to Captain, switch teams, or create a new team for a participant (for example, the original team gets too crowded)
• Removing a Participant from All TeamRaiser Teams to make them an individual participant
• Editing Gift Information for a Participant to change the gift amount or payment type
• Changing Soft Credit for a Gift Recorded to the Wrong Participant to place the soft credit with the correct participant, or an entire team, as well as with the event itself
• Refunding a Gift to apply credit back to their credit card or record the transaction in the Convio database
• Refunding a Registration Fee Payment to apply credit back to the credit card or record the transaction in the Convio database
• Resetting a Participant Password to change a forgotten password on behalf a participant