Add participants
You can add coworkers, customers, suppliers, and contact persons as participants. Participants can also be created directly from a JSA.
Add participants
1. To add participants, click Select for the relevant module, tick the boxes to select participants, and click OK.
2. Click Add.
Create and add a participant
If the person you want to add is not already registered in the system, you can create a new participant directly from the JSA.
1. To create and add a new participant, click Create new participant on the right-hand side of the page.
2. Enter the participant’s name, email address, and mobile number, and click Create.
3. The participant will be added to the contact person register.
