Populations streamline participant recruitment and collaboration for all teams. Dedicated populations let teams manage their own participants privately, while shared populations make it easier for all teams to access research-ready participants.

Creating a new population

1. Select People from the navigation sidebar.

2. Select + New Population on the top right of the page to open the Create Population sidebar.

3. Enter the following information:

   • Name: Enter a name that clearly describes the population.

   • Description: Provide a description of who belongs in this population and any instructions on how they should or should not be used, etc.

   • Icon: Select the emoji to choose an icon to represent this population.

   • Team access: Decide if all or only specific teams will have access to this population.

     • If "Only specific teams have access" has been selected, choose the teams that will have access via the Select teams dropdown menu. At least one team is required when this option has been selected.

   • Exclusive access: Optionally turn this setting on to prevent people in this population from being added to any other population.

4. Once you've finalized your choices, select Create in the bottom right corner.

Modifying an existing population

1. Select People from the navigation sidebar.

2. Select the 3 dots (...) on the top right of the population card and choose Edit for the population you'd like to modify.

3. You'll now be able to modify the Name, Description, Icon, Team access, and Exclusive access settings for this population.

4. Once you've made your updates, click the Save button to confirm your changes.