Participant erasure is controlled because records can be connected to events, applications, documents, notes, payments, invoices, communications, site plans, scanner history, and audit context. Removing the wrong record can create a bigger admin problem than keeping it.
When erasure is the wrong tool
- Use correction when the record is right but one field is wrong.
- Use merge when two records represent the same participant and both contain useful history.
- Use withdrawal or rejection when the person is not attending a specific event but their directory record should remain.
- Use notes or flags when the team needs context but the record is still operationally valid.
Before you start
- Check whether the participant is linked to open or in-progress events.
- Review documents, notes, payments, invoices, event history, and messages.
- Consider whether a merge, correction, or flag would solve the problem without erasure.
- Use the preview to understand what is linked before confirming anything.
How erasure works
Open the participant record
Find the participant in the directory.
Start the erasure workflow
Choose the data removal or erasure action.
Review the preview
SmartGig shows linked data and warns if active event records block the request.
Confirm only when appropriate
If allowed, the record is scheduled for deletion with a recovery window.
Approve erasure only when you are satisfied it will not damage current event operations, finance records, compliance review, or audit needs.
Trader management
Keeping trader records tidy across events?
SmartGig connects trader applications, participant records, documents, payments, approvals and arrival state so your team is not rebuilding the same list every event.
Related articles
Create Categories and Participant Types
Set up the reusable participant structure used by applications, pricing, compliance, filters, portals, reports, and site plans.
Add Participants Manually
Create participant records one at a time for invited participants, returning participants, or records you want ready before applications open.
Import Participants from CSV
Bring an existing spreadsheet or exported list into the participant directory with preview and validation.
