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.

Also see Configure Participant Role Connections.

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 + 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.

Connections Blade

This nav bar shows how many other work types the current participant is connected to.
In this example, the participant has been assigned 75 times across three main types of work: Instructions, Matters, and Tasks. Click the arrow to the right of each entry to view the details. E.g., Matters.
In the blade that opens, use the burger menu to the right of each entry to open the matter (or enquiry or task) or the icon to open the blade view of the matter.
You can also use the Connections blade to establish connections between one participant and another. E.g., employee and employer.  Click Add New at the top of the blade.
The possible relationships available are presented. The participants party type determines these.  To add a relationship, click the appropriate hyperlink to open a search blade.
Search for the participant you wish to link to (or create it, if required), then click the icon.
A further blade may open to capture the nature of the relationship. Complete the details, then select Save & Close .
The relationship now appears at the top of the user profile connections blade.