Close or re-open a participant

In some cases, you may wish to prevent participants from submitting further entries in a Diary study or from scheduling additional live interviews. Maybe a participant has missed a deadline, or maybe they’ve finished a mission early and you don’t want them to feel obligated to do anything else while waiting for payment. To do that, you’ll manually “close” participants within your mission.

Close or re-open participants in Diary studies

To prevent participants from submitting further entries in a Diary study, you’ll “close” them on the Manage tab of your mission.

To close participants in Diary studies:

1. Navigate to the Manage tab of your mission.
2. Find the participant you want to close.
3. Select the checkbox beside the participant’s name.
4. Click Close at the top of the participant list. A confirmation modal is displayed.
   
   
5. Click Close Scout to confirm.

Now, the participant will no longer be able to submit further entries in this Diary study.

If you change your mind and wish to re-open a closed participant, you can do so from the Manage tab of your mission.

To re-open participants in Diary studies:

1. Navigate to the Manage tab of your mission.
2. Find the participant you want to re-open.
3. Select the checkbox beside the participant’s name.
4. Click Message at the top of the participant list. The messaging sidebar is displayed.
   
   
5. Click Reopen scout in the messaging sidebar. A confirmation modal is displayed.
   
   
6. Click Reopen to confirm.

Now, the participant is once again able to submit entries as part of this Diary study.

Close or re-open participants in interview missions

To prevent participants from scheduling further live interviews, you’ll “close” them on the Manage tab of your mission.

To close participants in interview missions:

1. Navigate to the Manage tab of your mission.
2. Find the participant you want to close.
3. Click the three-dot icon beside the participant’s scheduled time.
4. Select Close scout. A confirmation modal is displayed.
   
   
5. Click Close scout to confirm.

Now, the participant will no longer be able to schedule interviews or take part in this mission.

If you change your mind and wish to re-open a closed participant, you can do so from the Manage tab of your mission.

To re-open participants in interview missions:

1. Navigate to the Manage tab of your mission.
2. Find the participant you want to re-open.
3. Select the checkbox beside the participant’s name.
4. Click Message at the top of the participant list. The messaging sidebar is displayed.
   
   
5. Click Reopen scout in the messaging sidebar. A confirmation modal is displayed.
   
   
6. Click Reopen to confirm.

Now, the participant is once again able to schedule interviews and take part in this mission.