Docs/Help/Participants

Participants

Participant Listing

Participant TableCentral listing of agent participants scoped to the active agent context.
User Name ColumnDisplays each participant name as the primary identity field in the listing.
Email ColumnDisplays participant email for account-level identification.
Permissions ColumnShows granted permission codes per participant as a comma-separated access summary.

Search and Filtering

Quick Search ToggleExposes or hides the participant filter panel from the listing screen.
Name/Email Filter FieldFilters participant records by name or email text input.
Apply Filter ActionCommits filter criteria to the current participant query state.
Reset Filter ActionRestores filter criteria to default state and reloads the listing.
Enter-key SubmitSupports keyboard submit behavior for faster filtering workflows.

Participant Onboarding

Add Participant PageDedicated workspace for adding new participants to the active agent.
Candidate SearchFinds eligible organization members using optional name-based criteria.
Candidate Multi-selectAllows selecting multiple candidate users before submission.
Permission AssignmentApplies selected permission codes from the agent permission catalog to all selected candidates.
Bulk Add SubmissionCreates multiple participant ACL records in one request.

Participant Access Control

Roles FieldParticipant role assignment is managed in the detail form and constrained to contributor-role workflows. Participant permission assignment is editable from the detail form.