Managing Participants
- You have access to the contract record.
- 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 contract. Participants can include internal users, user groups, contacts, supplier contacts, and external users. Adding participants allows them to view and participate in the conversation based on their access permissions.
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 contract, but cannot reply to the conversation.
- Click the Manage Participants icon (
).
This displays the Manage Participants window; review the list of participants added to the conversation.Note: If you are the conversation owner, use the Remove icon next to a participant to remove them.
