Participants

Click the + button at the top of the Participants view to add a participant. If the project has existing project-level participants, a popup menu appears with two options:

• Project participants — grouped by role. Selecting a project participant adds them to the session immediately with all their details (name, role, sex, birthday, language, etc.) pre-filled.
• New participant — creates a blank participant card in edit mode where you can enter all details from scratch.

If the project has no project-level participants, clicking + creates a new blank participant directly.

Click the edit (pencil) button on a participant card to modify their details. The following fields are available:

• Role — The participant's role (e.g., Investigator, Participant, Target_Child)
• Name — Full name of the participant
• ID — Short identifier (e.g., NAR, CHI)
• Sex — Male, Female, or Unspecified
• Birthday — Date of birth
• Language — Participant's language(s)
• Education — Education level
• Group — Participant group
• SES — Socioeconomic status

Use the visibility (eye) button to toggle which fields are displayed on the participant cards.

Click the X button on a participant card to remove that participant from the session.

Phon maintains a project-level list of participants. When a session is saved, its participants are automatically merged into the project list. This allows participants to be reused across sessions without re-entering their details each time.

Project participants appear in the + button popup menu in the Participants view, grouped by role. When you select a project participant, all their details (name, role, sex, birthday, language, etc.) are copied into the session. The participant ID is preserved unless it conflicts with an existing session participant, in which case a new ID is assigned.

To manage project-level participants (view or remove), use the Project Participants & Transcribers cleanup dialog accessible from the Project Tree context menu.