Skip to main content

Manage Participant Information

K
Written by Kate G

Overview

Once Participant Information descriptors are added, you can manage them by editing descriptor names, adding or removing options, or deleting descriptors all together.

This ensures participant information stays accurate and up to date.


Manage Participant Information

You can locate Participant Information by opening a transcript and click the View dropdown in the top left. Select Participant Information.

<a href="https://img.notionusercontent.com/s3/prod-files-secure%2F9d4e91a5-1098-43d5-be3f-a8c5f3038fcb%2F6f503001-00d6-4f99-92fc-5cf71fa5f11a%2Fimage.png/size/w=2000?exp=1779389972&amp;sig=D8fmQet2N9M5mNXc0B3ihy1tTP_0UXwP7HAlyjka_OM&amp;imgBuildSrc=presignImageUrl&amp;id=34a1099f-daa8-80f9-9525-d62d8a4486a1&amp;table=block&amp;userId=1e4d872b-594c-817a-a3c2-0002886c335d&amp;mtd=so" rel="nofollow noopener noreferrer" target="_blank">https://img.notionusercontent.com/s3/prod-files-secure%2F9d4e91a5-1098-43d5-be3f-a8c5f3038fcb%2F6f503001-00d6-4f99-92fc-5cf71fa5f11a%2Fimage.png/size/w=2000?exp=1779389972&amp;sig=D8fmQet2N9M5mNXc0B3ihy1tTP_0UXwP7HAlyjka_OM&amp;imgBuildSrc=presignImageUrl&amp;id=34a1099f-daa8-80f9-9525-d62d8a4486a1&amp;table=block&amp;userId=1e4d872b-594c-817a-a3c2-0002886c335d&amp;mtd=so</a>

Edit a Descriptor

  1. Open the Participant Information tab

  2. Locate the descriptor to edit

  3. Update the Descriptor Name or Options

  4. Save changes

Remove a Descriptor

  1. Open the Participant Information tab

  2. Click the delete icon next to the descriptor

  3. Confirm removal

Note: Deleting a descriptor removes it from all transcripts in the project.

Add New Options to a Descriptor

  1. Open the Participant Information tab

  2. Select the descriptor

  3. Add new options and save

  4. Apply these options to relevant transcripts


FAQs

Q: Can I rename a descriptor after creating it?

A: Yes. Updates will propagate across all transcripts in the project.

Q: Does changing descriptors affect transcript views?

A: No. Changes only affect participant information and how filters can be applied in Transcript Views or Snippets.

Did this answer your question?