> ## Documentation Index
> Fetch the complete documentation index at: https://itemstores.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Participants and points

> Who can access a gated store, and the points they spend there

Participants are the people enrolled in one store. They matter when the store is
gated, when you run a point program, or both.

The page has three tabs, **Participants**, **Codes** and **Settings**, but only
once the store is gated or runs a point program. A store with neither shows the
participant list on its own.

## Adding participants

**New participant** opens a chooser with two tiles. **Email invite** takes one
address, and a starting balance when the store runs points. **Upload CSV** picks
a file and imports it.

The CSV needs an `email` column. A store running points can carry a second
column, `points` or `amount`, and a row without one gets the default balance.

Filter the list by **All**, **Joined** or **Pending**. Each row shows how that
person got in, their balance, and when they joined or were invited.

For setting one up end to end, see
[Run a points store](/help/tutorials/run-a-points-store).

## Codes

Codes do two jobs at once: they let someone into a gated store, and they carry
points. A code works for either on its own, so an open store can still use codes
purely to hand out points.

**New code** opens the Create a new code dialog. **Code type** comes first and
decides what the rest of the dialog asks for.

| Setting         | What it does                                                                               |
| --------------- | ------------------------------------------------------------------------------------------ |
| Single use      | The code works once. Adds **Number of codes**, so one pass can generate a batch            |
| Multi-use       | One shared code. Adds **Max uses**, which is unlimited when left blank                     |
| Code            | Your own code instead of a generated one. Offered only when you are creating a single code |
| Points per code | Points granted when the code is redeemed. Only with a point program                        |
| Expiration date | When the code stops working. Defaults to **No expiration**                                 |

**Create** makes them. The dialog does not send anything. To hand a code out,
use **Share** in its row menu, which gives you a link to copy and a **Send by
email** box that takes several addresses at once.

The **Codes** tab filters by **All**, **Active**, **Exhausted** and **Expired**,
so you can see what is still usable. A row's menu holds **Share**, **Edit** and
**Delete**, and selecting codes reveals a toolbar with **Edit**, **Download CSV**
and **Delete** for several at once.

<Frame>
  <img src="https://mintcdn.com/itemstores/UwXex-HRiO-r4iYj/images/tutorials/create-codes.png?fit=max&auto=format&n=UwXex-HRiO-r4iYj&q=85&s=91165872bdced4c53588b83d1d89f45e" alt="The Create a new code dialog, with code type, points per code beside its currency equivalent, and the number of codes" width="1556" height="1258" data-path="images/tutorials/create-codes.png" />
</Frame>

## Points

**Points system**, a switch on the store itself, gives participants a balance to
spend in the store. It sits beside the store settings form, the same place as
**Gated access**.

The rate is fixed: 1 point is 1 cent, so 100 points is \$1.00 and a \$20 shirt
costs 2,000 points. The converter beside **Default balance** shows both sides of
whatever you type.

| Setting         | What it does                                                                                            |
| --------------- | ------------------------------------------------------------------------------------------------------- |
| Default balance | Points given to all new participants. Starts at 0                                                       |
| Price display   | **Rotate between points and currency**, the default, or **Show points only**, or **Show currency only** |

To change one person's balance, use **Adjust balance** in their row's menu. That
dialog takes a **Reason**, which is recorded against the change.

To change several at once, select them, then use **Adjust balance** in the
toolbar that appears. The bulk dialog asks for an **Operation**, either
**Increase by amount**, **Decrease by amount** or **Set new balance**, and the
figure. It has no **Reason** field.

The same toolbar carries **Send email**, **Download CSV** and **Delete**.
**Adjust balance** appears in both places only when the store runs a point
program.

<Warning>
  If the store is not gated, anyone can sign up and automatically receive the
  default point balance. Either enable gating, or set the default balance to 0.
</Warning>

<Frame>
  <img src="https://mintcdn.com/itemstores/UwXex-HRiO-r4iYj/images/tutorials/points-settings.png?fit=max&auto=format&n=UwXex-HRiO-r4iYj&q=85&s=6c2b12033118f3313d646addf370f907" alt="The point program settings, with the default balance, the currency it works out to, and the price display options" width="2000" height="1087" data-path="images/tutorials/points-settings.png" />
</Frame>

## Gated access

**Gated access** is a switch on the store itself, set when you create it or in
the store's settings. It is separate from the point program, and a store can use
either without the other.

A gated store shows **Access restricted** instead of its products. Everyone who
reaches it has to get in one of three ways.

| Route            | How it works                                                  |
| ---------------- | ------------------------------------------------------------- |
| Email invite     | You invite specific addresses                                 |
| Code             | They enter a code you gave them                               |
| Domain allowlist | Anyone with an email on a domain you list can join themselves |

Invites and codes work as soon as the store is gated. The domain allowlist is
the one you turn on, under **Enrollment** on the **Settings** tab.

With an allowlist set, the restricted screen names the allowed domain and offers
**Join by email or code**. Without one, it only asks for a code.

Returning participants use **I already joined** and receive a sign-in link by
email. There is no password.

<Note>
  **Verify identity only** pairs with the allowlist. People who join that way
  start at 0 points instead of the default balance, which is what you want when
  the allowance is handed out by code.
</Note>

## Enrollment settings

**Enrollment** on the **Settings** tab is where the domain allowlist lives. Turn
on **Domain allowlist**, then enter one or more **Allowed domains**, separated by
a return or a comma. **Verify identity only** sits below them, and only when the
store also runs a point program.

The Settings tab shows only what applies: **Pricing** and **Point rewards** for a
store with a point program, **Enrollment** for a gated one. **Save changes** in
the bar at the bottom writes them.

<Frame>
  <img src="https://mintcdn.com/itemstores/UwXex-HRiO-r4iYj/images/knowledge-base/enrollment-allowlist.png?fit=max&auto=format&n=UwXex-HRiO-r4iYj&q=85&s=4bce3c05af3dc26f8327b315dfece5c4" alt="The Enrollment section with the domain allowlist on, a domain entered, and Verify identity only below it" width="2000" height="896" data-path="images/knowledge-base/enrollment-allowlist.png" />
</Frame>

## Earning points on purchase

Participants do not earn points by spending unless you turn it on. **Earn points
on purchase** is off by default, so a new point program only ever hands out the
balances you allocate.

Turn it on and set an **Earn rate**, which is points per cent, not per dollar.
An earn rate of 0.01 is 1 point per \$1.00 spent, and the converter under the
field spells out what a rate is worth.
