How to add an existing participant to a team
A participant in the Individuals folder or in a Team can be added to a new team or an existing team
The purchase flow manages it automatically - Create a new team or open an existing team that you want to add an existing user to, click Add Team Member, input their info and if it's within the past year/active subscription the system indicates "Retake Available" and shows a $0 charge "order", complete the order flow they are added to the team with their existing report...
Conversely, if it's been more than a year/expired subscription the system will purchase a new assessment by default, which if not desired can be overridden by unchecking the box (do not activate) to the right of the participant, a new assessment is not purchased and their older report is copied into the team when the order flow is completed...
Please note that if a new assessment is purchased for an existing participant with an older report it is copied into the team as a placeholder until the new assessment is completed and then updated with the latest version when completed (this way there is at least a report if the new one is not done in time for a scheduled event, etc.)