Participants and deadlines

Manage participants on the campaign’s Participants tab.

Adding people

Button	What it does
Add Users	Choose people, with filters for role, team and status. Assign all N matching users adds everyone matching the filters.
Add Teams	Adds everyone who is in the chosen teams right now
Assign to Everyone	Adds every enabled, licensed user
Bulk Import	Upload a CSV with an email column, and optionally new_deadline (YYYY-MM-DD) for a personal deadline

Things to know:

• New people aren’t added automatically. Adding a team or everyone takes a snapshot: people who join the team or the organization later must be added separately.
• People without a licence are skipped. AppSec campaigns need people with an AppSec licence.
• Disabled users are skipped and get no emails.
• In Bulk Import, if any row has an error, nothing is imported. Fix the file and upload it again.
• You can’t add people to a Completed or Cancelled campaign.

People added to an Active campaign get the start email right away. People added to a Draft are notified when it starts.

Participant status

Status	Meaning
Not Started	Hasn’t begun
In Progress	Has started
Completed	Has finished every required item
Overdue	Their deadline has passed and they haven’t finished. They can still finish during the extension period.

Within an item, Failed means the learner scored below the quiz threshold. They can retry.

Optional steps

When the campaign’s learning path has optional steps, their exercises are offered to participants but don’t count toward Progress or completion. A participant who finishes every required item is at 100% and Completed, whatever they did with the optional ones. The Bonus column shows how many optional exercises each person completed. It only appears when the campaign has optional exercises.

Giving someone more time

• One person: open the row menu → Extend Deadline and pick a date after the campaign end date. The row shows Extended. Remove Extension undoes it.
• Many people: Extend Deadlines accepts a CSV with email,extension_days: days are counted from the campaign end date. It replaces existing extensions and is all-or-nothing.

Reminders follow each person’s own deadline. Extending someone on a Completed campaign reopens it (as Overdue) until their new deadline.

Note

While a campaign is Overdue because of someone’s extension, every unfinished participant can still make progress, not only the person you extended.

Removing people

Select people and click Remove (or Remove Selected). Their campaign progress is deleted. The exercises they completed stay in their training history and analytics.

Seeing one person’s progress

Click View Progress on a row for Exercise Progress, an Activity Timeline and a Summary. From there you can Send Reminder by email.