Company Assignment Configuration Guide

Company Assignment Configuration Guide

Accessing the Configuration

To configure company assignment settings, go to the Companies tab. You can access the configuration in two ways:

  • Click the Configure… button in the center panel if no companies are created yet.

  • Otherwise, click the Configuration button in the toolbar above the company list.


Assignment Modes

There are three possible methods for assigning participants to companies.

Participants choose their company

Description: Participants manually select their company and confirm their choice.


How it works:

  1. The participant selects the company of their choice.

  2. An information area displays the list of registered participants and the number of remaining spots for the selected company.

  3. The participant joins the company only after confirming their choice.


Participants are randomly assigned

Description: Participants are automatically and evenly distributed across all companies.


How it works:

  1. The system assigns one participant to each company.

  2. As registrations continue, a second participant is added to each company, then a third, and so on.

  3. The process continues in this way, distributing participants across all companies.


Participants are sequentially added

Description: Participants are automatically added to companies one by one until each reach maximum capacity.


How it works:

  1. The system assigns participants to Company #1 until it reaches maximum capacity.

  2. Then it moves to Company #2, and so on.

  3. The process continues in this way, filling each company one after the other.



Configurable Parameters

Number of companies

  • The system creates the specified number automatically.

  • Changes later must be done manually in the Companies tab.

Maximum number of participants allowed per company

  • Set the maximum number of participants for each company.

  • In “Participants choose their company” mode, this is a soft limit: participants can still join a company even if it has already reached its maximum size.

Deadline to join a company

  • This is the deadline date and time for participants to join a company. After this deadline, new participants are placed on hold and the instructor receives a notification.

How to handle additional registrations (when all companies have reached their maximum size)

  1. Add to existing companies :
    1. New participants are automatically added to existing companies, even if this exceeds the defined maximum size.
    2. Assignments still follow the distribution rules of the selected mode (e.g., sequential or balanced).
    3. Use this option if you prefer to keep automatic placement and do not mind companies exceeding their original limits.
  2. Place in queue
    1. New participants are placed on hold instead of being automatically assigned.
    2. You will receive a notification to manually place each participant into a company.
    3. Use this option if you want to strictly enforce the maximum size limit and maintain control over late assignments.

Notifications and Queue Management

  • The Instructor receives an in-app and email notification.

  • The Participants tab shows an alert icon.


Participant views

  • Normal case: Displays the remaining spots and the list of current members. (Only in Participants choose their company)

  • All companies are full: A warning message indicates that the company is full but still allows joining.

  • Joining period ended: A warning message indicates that the instructor will assign the company as soon as possible.

Recommendations

  • Avoid changing modes after registration begins.

  • Clearly communicate the method and deadline.

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