This article explains how to manage participants on a case. Also see Everything you need to know about Configuring Participants Case Participants...
First posted: December 16th, 2025 44 views 0 likes
In ShareDo, master data records are created for different types of entities, e.g. organisations, persons or teams. An example of a master data record...
First posted: December 15th, 2025 23 views 0 likes
Work Type > Action bar > Participants > Manage Participants If configured, another way to access Participants in the Work Item view is on...
First posted: April 23rd, 2022 2810 views 1 likes
The process to add a participant to a case always begins by selecting the type of participant you wish to assign and then checking...
First posted: December 15th, 2025 19 views 0 likes
Edit Participant Blade Work type > Manage participants > Click on participant's name You can edit the role and reference number for the participant...
First posted: December 16th, 2025 20 views 0 likes
This Participant Summary portal widget contains options to add/edit or remove the Participants from the case. When configuring the portal for this work type,...
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...
First posted: December 16th, 2025 29 views 0 likes