View and manage participants on threads
- Strengthen accountability: Evaluate threads to identify the originator or participants in a task, discussion, or signature request, ensuring a transparent view of accountability for actions or responses whenever needed.
In this guide
- Viewing participants against a thread
- Changing assignee of a task
- Viewing signature status against a signature request
- Removing participants from a thread
Viewing participants against a thread
There are two ways of accessing the participants view from a thread:
1) Click on one of the names underneath the thread title:
2) Using the thread context menu, choose the 'Participants' option to open the participants view:
From the participants view, you can add new participants using the "Add..." button:
You can also view more details for existing participants by using the context menu for the participant and selecting one of the following options:
Changing assignee of a task
If the thread is a task, the participants view will indicate which user is the assignee, via a 'tick' icon against their avatar:
To assign the task to another user, open the context menu for the participant and select 'Assign':
To un-assign the task from a user, open the context menu for the participant and select 'Un-Assign':
Viewing signature status against a signature request
If the thread is a signature request, the participants view will indicate which users have and have not yet signed a document:
Removing participants from a thread
Please see this article for instructions on how to remove participants from a thread, taking note of the slight difference when the thread is a signature request.