Manage Portfolio Project Participants

You can send your Portfolio project to your participants by creating and attaching a participant list. After you distribute your project, members of your participant list receive an invitation in their Portfolio home page to start working on your project. They can also submit their portfolio to you for your review and comments.

Attach a participant group.

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If you have already created groups (participant lists) with other Catalyst Tools, you can easily add these groups to your Portfolio project. Follow the steps below to attach an existing participant group:

1. Go to the Project Summary screen for the project to which you would like to add participants.
2. Click Manage Participants in the grey box at the bottom center of the Project Summary. You will move to the "Participants" page, which provides distribution options and displays any groups currently attached to your project.
3. Select Distribute this project to a list of UW NetIDs. A form will appear at the bottom of the screen that allows you to attach an existing group, or create a new group.
4. Select an existing group or list from the drop-down menu, and then click Attach group. To attach another group of participants to this project, just repeat this process.
To see the names and UW NetIDs of people that belong to an existing group, select the group from the drop-down menu and click View members. A new window that displays the group members will open.
5. Click Save Changes to save your work. If there are no options available in the drop-down menu, then you haven't created a group of participants yet. Follow the steps below to create a new group.

Create a new group of participants.

To create a new group (participant list), follow steps 1-3 above, and then complete the following steps:

1. Click Create a group on the "Participants for..." page.
2. On the "Create a group" page, enter the following information:
   Name: Choose a name for your group that makes it easy for you to identify. The name can be no longer than 50 characters.
   
   Description: You can enter a few sentences to help remind you of the purpose of the group, or describe the group members.
3. From the "Courses you are teaching" list, select the course(s) or section(s) you would like to attach to this group. The students registered for this course will automatically be added to your group, and therefore have access to any Catalyst Tools that use this group. Click View next to the course number to see the names and UW NetIDs of students currently in this course. The group will automatically be updated from the student database nightly to reflect any changes in your class list.
4. To add other people to this group, enter their UW NetIDs in the text area below "Other group members." Enter one UW NetID per line.
5. Click Create. You will return to the "Participants for..." page, and the group you created will be selected in the "Attach an existing group" drop-down menu.
6. Click Attach group to add this group to your Portfolio project.
7. Be sure to click Save changes to save your work.

Manage your groups.

Groups, formerly known as participant lists, provide or restrict access to your Catalyst Tools. If you would like to view, edit, copy, or delete your groups, you can use the Catalyst Group Manager. Go to your Catalyst account, and then click View and Edit next to Group Manager under "Shared Resources." You can also read more about Group Manager.