Add Customer Participant (mass)

Add Customer Participant (mass)

Add customer participant en masse updates the process participants for each enabled customer user. Use this utility when you enable customer users and need to assign them to processes where they are referenced.

• Navigation Path: Top menu >> Customers >> Contacts
• Requirements: Only enabled Customer users can be added as a participant on process forms.
  
• Primary Use Case: Run this tool when you enable a customer user after tagging or creating multiple forms under that specific customer.
• Validation: The system determines cross-entity associations and calculates exactly how many forms and participants require update placement before concluding the process.

Before You Begin

We recommend temporarily turning off email notifications before you add customer participants to prevent mass email notifications being sent out to your customer users.

From the Top Menu >> Setup >> Select your Process >> Select Email notification.

Set Customer users to Off

Steps to Mass Add Customer Participants

1. Go to the Contacts tab on the customer page.
   
   
2. Click More and select Add customer participants.
   
   
3. Select the specific process to target for user pushing.
   
   
4. Review the updated forms count on the page and click Start.
   
   
5. Observe the confirmation notification showing added participants and click Done.
   
   
   
   Once you are done, remember to turn email notifications back on so that your customer users can receive email notifications when they are added as a participant to a form going forward.