Often we work with participants who either are unknown to us at the start of an activity, or who might not already be enrolled in Xorro-Q using a pre-determined ID. However, we still want these participants to be able to use a unique participant identifier, so that we can analyse their results with confidence. In other cases, we already know the participant is a member of other Xorro-Q groups, however we might want the participant to self-enrol into a specified group (perhaps even to pay an associated fee).
Here's how you can enable your participants to enroll themselves into your Xorro institution, or into a Xorro group you specify (for example, to gain access to an activity), or both.
If your Institution Manager has enabled participant self-enrolment, anyone can become a Xorro-Q participant in your institution by creating a unique ID when asked to do so. Often this uses a participant's email as the login ID, but it does not have to: This is determined by the Institution Manager through the settings process.
In this case, whenever a "new" participant accesses your activity link, provided that you have launched the activity requiring either "ID access only" or "selected group only" (see below), the participant will self-enroll.
If you want to seperate these participants from the mass of institution participants, you will want them to be enrolled directly into a specified group. In this case, create a participant group (or edit one that already exists). Make sure to put a tick into the check box at the foot of the group edit form, "permit self-enrolment".
When launching your activity, choose one of the following:
Your participants will now be asked to identify themselves on following the link to your activity(-ies). You can use this as a general preference, by always ensuring you ask for an ID access to your activities.
Whilst the above makes access to your group available to new participants, the way they identify themselves while enrolling (eg using a number, or an email, or a name...) is pre-determined by your Institution Settings. Your Institution Manager can access these, and set the methods available for participants to use. For example:
The Institution Manager can set these preferences on an institution-wide basis.
Categories: Xorro-Q, Admin / IT.