How to add or edit registrants (instructions for administrators)

Administrators can register new registrants through the Admin. To add new registrants, follow these steps: 

To add a registrant

1. Log in to the Admin at admin.rallybound.com
2. Navigate to the relevant campaign
3. Click the "People" tab
4. Click "Registrants" in the left sidebar
5. Click the "Register" button at the top of the window
6. Enter contact information
7. Select whether the user will manage their own account or be managed by an existing user. If the latter, choose the user to manage the new registrant's account.
8. Add roles and role details for the user by checking the role checkboxes
   • To register the individual for the Fundraiser role to create a fundraising page, check the box "Fundraising Tools". 
9. A fee can be charged in association with each role. Add a fee in the "Charge registration fee" field.
10. [For non-Role Registration campaigns (not common), select a user type for the new user
    • Basic Account: Just an account, not attending an event, not fundraising
    • Attendee: Attending event
    • Fundraiser: Has fundraising page]
11. Optional: Add a donation to be associated with the new registrant
12. Click "Register"

To edit registrants

1. Locate and open the desired record
2. Click "Edit" in the top left
3. Edit details as listed above (registration fees cannot be charged to existing registrants)