Add & Remove 1-on-1 Cycle Participants

As an admin, add and remove participants for ongoing 1-on-1 cycles. 

Last Updated: December 3, 2024

In this article:

• Overview
• Requirements
• Access 1-on-1 Cycle
• Add Cycle Participants
• Remove Cycle Participants

Overview

As an admin, add and remove participants for ongoing 1-on-1 cycles. 

Requirements

• Available to full admin users

Access Cycle

To access a 1-on-1 cycle to make edits: 

1. Click and expand Administration in the left-hand navigation menu 
2. Click 1-on-1s
3. Click Single Cycles or Automated Cycles
4. Access the cycle creator:
   • Single cycle: Click Edit for the corresponding cycle 
   • Automated cycle: Click Manage for the corresponding cycle

Add Cycle Participants

To add participants to the 1-on-1 cycle:

1. Access the cycle creator
2. Click and expand the Participants step
3. Click Add Participants
4. Click and select the ☐ icon for the corresponding participant(s)
   
   
   
   • Optionally, use the Quick Select options or filters to narrow the results
5. Click and expand Select a Template
6. Select the templates for the newly added participant(s)
7. Click Add [x] People; click All Done

Remove Cycle Participants

To remove participants from the 1-on-1 cycle:

1. Access the cycle creator
2. Click and expand the Participants step
3. Click and select the ☐ icon for the corresponding participant(s)
   • Click Search and Filters to filter the participants by name, title, or demographic
4. Click Delete to open a confirmation modal
5. Select the reason for the participants' deletion; click Delete Selected 1-on-1s