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.
For user details see Manage Participant Case Connections.
Configure 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:
- Click New in the top right of the screen.
- The Add new participant role connection blade opens.
- 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.
- Select the Left and Right Roles and enter Labels for them.
- Click Save & Close to continue.
The new Role Connection is now available for use in the appropriate work type context.
Display Role Connections
You can select which role connections to display in participant list views and the Participant Summary portal widget.
When you edit the scope of the Participant List View you can select which roles connections to load as an additional column.
