The participant register
F2 contains a participant register that is shared by the entire organisation. It consists of participants that can be accessed by all F2 users regardless of unit.
To open the participant register, click the Participant register icon above the list view in the left side of the main window.
The participant register is then displayed as a tree structure in the list view, while the content of a selected list is displayed in the result list.
Read more about the types of participants and how they are organised in the participant register.
External participants
External participants are used as senders, recipients, and case participants on a record or case.
Users with a role that has the privilege can create and edit the shared external participants in F2, i.e. information on contacts and their organisation. When the role is assigned, it is important to choose a node on the "External participants" tab instead of a unit. The privilege only grants the user access to external participants in the selected node and any potential sub-nodes.
Through configurations it is possible to allow all users to create and edit external participants in either the entire participant register or in specific nodes. The configurations are disabled by default. Configurations are performed in cooperation with cBrain.
User and participant images
In the participant register images can be added, changed or removed for users, units and external participants. A user with the “Editor of participants” privilege can add, change or remove images for external participants. A user with the “User administrator” privilege can add, change or remove images for other users in the authority. A user with the “Unit administrator” privilege can add, change or remove images for units within the authority.
F2 users can change their own image through the user identification in the upper right corner of the main, record, and case windows.