Working with Participants - ShareDo

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Everything you need to know about Case Participants

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 120 views 0 likes
Case Participants Overview

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 54 views 0 likes
Manage Case Participants

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 2880 views 1 likes
Assign Participants to a Work Type

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 54 views 0 likes
Edit Participants

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 64 views 0 likes
Participant Summary Widget

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,...

First posted: December 16th, 2025 52 views 0 likes
Manage Participant Case Connections

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 90 views 0 likes