Add a participant

You can add a participant two ways: as a reusable contact for your whole organization, or directly inside a case.

Add an organization-wide participant

1. Go to Participants.
2. Select Create Participant.
3. Fill in their name, document/ID number, type (Person or Organization), country, address, phone, and email.
4. Save. They’re now available to add to any case.

Add a participant to a case

1. Open the case and go to its Participants tab.
2. Select Add Participant.
3. Choose Select from Existing Participants to reuse someone already in your organization, or Create New Participant to add a new one on the spot.
4. Pick their role for this case: Physical Person, Association or Organization, Legal Representative, System User, or Other.
5. Provide (or confirm) an address for this case — this is where signing invitations, communications, or certified notices will be sent.
6. Save.

A participant can only be added to a given case once, and participants can’t be added or removed once the case is closed — see What is a Participant?.