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, you can rename the widget. This example uses Key Participants. As the name suggests, these are the important Participants on this case.
Add New Participant
Use the + icon at the top of the widget to assign a new Participant. ShareDo will allocate the Participant to the correct widget after the Participant has been created. Select the appropriate party type to begin the process.
For full details see Assign Participants
Remove/Reassign Participant
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Use the hamburger icon to the right of a Participant to access the Actions menu, including the Remove/Reassign blade. Validation Depending upon the Participant’s role, ShareDo will warn/limit what actions can be undertaken when attempting to Remove or Reassign Participants. Mandatory Roles The Case Owner Role cannot be left blank as it is a mandatory role. However, the role can be reassigned to another Participant. Note the orange button that starts the reassign process. |
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Tasks If a Participant had tasks assigned to them, a warning appears if you attempt to remove the Participant. The Review tasks button shows the list of the Participant's Tasks and allows the user to manually reassign the tasks to another Participant if required. Alternatively, another Participant can be assigned to the role instead, and they will inherit the Tasks from the previous Participant. |
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Edit Participant
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The Participant, and their role in this case, can be edited via the Actions Edit option. See Edit Participants. |
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Activities
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The Activities options are also action buttons in the Edit Participant blade. See working with documents and working with tasks for full details of how these functions work. |
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