Add Participants Individually
Once you have been added as a participant to the form you can add further participants and, if your user has the permission, Edit participants.
To assist you in adding participants to forms, type the users name into the search bar. As you type, the users that match the search criteria will automatically filter, narrowing the users to choose from. Note the Staff users below the search bar. This is the category of users that you are searching.
You can also limit your user search by Staff groups and Staff roles.
Add Participants by Group or Role
Users can also be added to forms by Staff Group or Role. Click on a Staff Group or Role and the list of users will be displayed along with the option to add all users as participants.
To add the user, staff group, or role as a participant(s) by clicking on your choice.