When you're managing participants in a case, you can manage their case and network connections, depending on their participant role, from the edit participant blade.

Manage Case Connections

From within a case, use the Manage Participants icon to open the blade.

Scroll down to the list of assigned participants and click on the relevant participant. The Edit Participant blade opens. Depending on this participant's role, either or both the Case Connections and Network Connections nav bar is displayed.

We'll deal with case connections in this article, but network connections work similarly.

Under case connections, click Add case connection. The type of connection available to this participant is shown in a pop-up. Hovering your mouse over this pop-up shows existing connections and a search box to find other possible participants.

Enter some details for the participant for whom you want to create the connection in the search, and click the search icon. Choose the participant from the list. That participant's blade opens for you to confirm it is the correct one. Click Save & Close to continue.

The connected participant you chose is now shown in the Case Connections section.

You can unlink the participant using the unlink icon.

Configuring Participant Role Connections

To configure the participant role connections, which include their categories, work type context, roles, and labels, navigate to Launchpad > Modeller > Participant roles > Role connections.

Connection Categories

To add or edit Role Connection Categories, click Edit Categories. Then click Add.

Enter a System Name and Name, and click save.

You can also edit existing categories.

Role Connections

ShareDo comes with various role connections already configured out of the box. Edit, disable, or delete these or any created in your system by using the burger menu in the Actions column.

To create a new role connection, follow these steps:

1. Click New in the top right of the screen.
2. The Add new participant role connection blade opens.
   
3. In the Details section, select a Category from the list and find the Work Type Context. The System Name is automatically generated. You can also enable or disable the role connection here.
4. Select the Left and Right Roles and enter Labels for them.
5. Click Save & Close to continue.

The new Role Connection is now available for use in the appropriate work type context.