Managing Conversation Participants
- You have access to the supported record (contract, contract request, supplier request, supplier, or account).
- To view the conversation, the administrator has granted you ViewAll and Read permissions on ConversationThread, ConversationMessage,ConversationParticipants, and DocumentMetadata.
- At least one existing conversation in which participants can be managed.
- To view and add a participant, the administrator has granted you the appropriate role-based permissions. This includes ViewAll and Read permissions on the ConversationThread, User, and Contact objects, and Create permission on ConversationParticipants object.
- To remove a participant, the administrator has granted you the ViewAll and Read access on the ConversationThread, along with Delete permission on ConversationParticipants object.
This topic explains how participants can be added and removed from an existing conversation within a supported record. Participants can include internal users, user groups, customer contacts, supplier contacts, and external users, or ad hoc email. Adding participants allows them to view and participate in the conversation based on their access permissions.
When participants are added to or removed from a conversation, an inline notification is displayed directly on the Conversation page. These notifications provide visibility into participant changes without requiring users to check email or navigate away from the conversation.
Each inline notification includes the following details:
- Action: Whether a participant was added or removed.
- Who performed the action: The name of the user who added or removed the participant.
- When it happened: The date and time of the action.
Inline notifications are displayed in chronological order of occurrence within the conversation. The chronological order is maintained regardless of the sorting option selected:
- Oldest first: Notifications appear in the order they occurred, from earliest to latest.
- Newest first: Notifications appear in reverse chronological order, consistent with the sort direction.
Limitation: Participant email addresses must not exceed 320 characters. If you
attempt to add a participant whose email address is longer than 320 characters, the
application displays a validation error and the participant is not added.
Note: This is a known limitation. If you encounter this error, contact your
system administrator or use an alias email address that meets the character limit
Note:
- Only the conversation owner can remove participants from the conversation.
- You cannot remove yourself from the participants list for a conversation, even if you are the owner of the conversation (initiator of the post.)
- Any participant can add internal participants.
- Only the conversation owner can add external participants.
- When a participant is added by someone other than the conversation owner, an email notification is sent to the owner.
- Newly added participants also receive an email notification and can view the existing conversation thread.
- A participant who is removed from the conversation can still view messages if they have access to the supported record, but cannot reply to the conversation.
- Click the Manage Participants icon (
).
This displays the Manage Participants window.