> ## Documentation Index
> Fetch the complete documentation index at: https://docs.heify.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Participants
> Register and manage the people linked to your transcriptions and track their performance over time.
A **Participant** is a named individual linked to transcription jobs — a support agent, job candidate being interviewed, salesperson, or any person whose performance you want to track. Attaching a participant to a transcription lets the platform attribute quality metrics to that individual and track their performance over time.
For the full data model, see [Participant](/core/participant).
Unlike Configurations and Evaluators, there are no separate create or detail pages. All creation and editing happens in a **side drawer** that slides in from the right without leaving the list.
***
## Your participants
Search, sort, and filter in real time by **name** or **participant ID**. Sort by name or last updated date (ascending/descending). Toggle between card grid and table layout.
### Metadata filters
Click the **sliders icon** (to the right of the search bar) to expand the metadata filter panel. The panel generates filter dropdowns **dynamically** from the actual metadata keys present in your participants — no pre-configuration needed.
Each dropdown shows all values found for that key across your participants. Selecting a value narrows results to participants that have that exact value for that key.
| Behavior | Detail |
| ---------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- |
| **Active filter badge** | A number bubble on the sliders icon shows how many filters are currently active — no need to open the panel to check |
| **AND logic** | All filters are combined as an intersection — results must match every active filter simultaneously |
| **Cross-filter with search** | Text search and metadata filters apply together — type a name and set a role filter at the same time |
| **Clear filters** | A *"Clear filters"* link appears in the panel header when any filter is active |
| **No results state** | When no participants match the active combination, a *"No results"* message includes a button to clear all filters and the search text at once |
Each participant has a **gradient avatar** showing their initials. The color is determined by their name — the same name always produces the same gradient.
Metadata is shown as **pills** directly on each card: grid view shows the first 4 entries, table view shows the first 2, with a **+N more** badge when there are additional fields.
To delete participants, hover over a card or row to reveal a **checkbox** in place of the avatar. Select one or more items, then click **Delete** in the blue action bar that appears. A confirmation modal is shown before deleting.
Single-item deletion works the same way — select its checkbox and use the **Delete** button. There is no delete option inside a drawer.
***
## Creating a participant
Click **New Participant** to open the drawer.
### Name *(required)*
The participant's display name — their label throughout the platform. As you type, a live **gradient avatar preview** updates in real time showing the initials and color that will be assigned to this participant.
### Metadata *(optional)*
Structured key-value pairs that describe the participant. Max **10 fields**, shown with a `N / 10` counter.
Use the preset quick-add chips to add common fields instantly:
| Chip | Key | Example value |
| ----------- | ------------- | ------------------------------------------------- |
| Email | `email` | `agent@company.com`, `candidate@example.com` |
| Role | `role` | `Supervisor`, `Agent`, `Candidate`, `Interviewer` |
| Phone | `phone` | `+1 600 000 000` |
| Department | `department` | `Customer Support` |
| Region | `region` | `New York`, `London` |
| Language | `language` | `EN`, `ES`, `FR` |
| Timezone | `timezone` | `UTC+1` |
| Skills | `skills` | `SQL`, `Customer Service` |
| Employee ID | `employee_id` | `EMP-001` |
Clicking a chip adds a row with the key pre-filled. A chip is disabled once that key is already in the form. For any field not listed above, click **+ Add custom field** to add a blank row.
Keys must be unique within a participant. Rows left completely empty are silently ignored on save.
Click **Create Participant** in the sticky footer to save. The drawer closes automatically on success.
***
## Editing a participant
Click any card or table row to open the **Edit Drawer**. The drawer header shows the participant's ID with a copy button.
The same name and metadata fields are available. The participant **name can be changed** after creation.
Updating metadata replaces the **entire** metadata object — keys not included in the update will be lost. To preserve existing fields, include them in the update. See [Participant — metadata](/core/participant#metadata).
Click **Save Changes** in the sticky footer to confirm, or close the drawer to discard.
***
## Metadata keys reference
| Key | Common use |
| ------------- | ------------------------------------------------- |
| `email` | `agent@company.com`, `candidate@example.com` |
| `role` | `Supervisor`, `Agent`, `Candidate`, `Interviewer` |
| `phone` | `+1 600 000 000` |
| `department` | `Customer Support` |
| `region` | `New York` |
| `language` | `EN`, `ES` |
| `timezone` | `UTC+1` |
| `skills` | `SQL, Customer Service` |
| `employee_id` | `EMP-001` |
Any key not listed above is stored normally and displayed with a generic icon.
***
Full data model and metadata reference
View performance insights for this participant