👥 Assignment of Participants and Roles in Trackline Processes

Add participants with different roles to your templates
In Trackline, within the Code Contract platform, properly assigning participants and roles is essential for each process to run efficiently and securely.

What roles exist in a process?

• Sender: The person or entity required to provide documentation or information.
• Receiver: The one who receives the documentation, data, or responses sent by the sender.
• Validator: Reviews, approves, or rejects the submitted information or documents, ensuring compliance.

How to assign participants and roles in real time from a process

1. Access the process
   Go to the Processes section and select the flow where you want to assign participants.
2. Select the phase
   Choose the phase containing the request where you want to add a new participant.
3. Click on “Add Participant”
   Within the request, click Add participant.
4. Select the contact and assign the role
   Indicate the new participant(s) and assign the appropriate role.
5. Save the configuration
   Confirm the changes so the participants and roles become active in the process.

How to assign participants and roles from a template

1. Access the template space
   In the Templates section, select the template where you want to assign participants.
2. Click on “Edit Template”
   Go to the last step where participants are selected.
3. Select the contact and assign the role
   Add the new participants and assign their corresponding roles.
4. Save the configuration
   Confirm the changes so participants and roles are saved in the template for future use.