Question
- How to add a new external participant to a job?
- How to add a new internal participant to a job?
- Adding a new marketing participant
- Adding an insurance adjuster
- How to edit participants on a job or claim in DASH
Answer
Securities
The ability to edit Internal Participants requires proper security access. To grant access to this feature: 1. Hover over Administration and click on Employee/Security Settings 2. Click Security or Group Security. Select the employee's name (or title) in the upper-right hand corner. 3. Expand Job Slideboard > Participants 4. Ensure the Participants option is checked
Note
This article covers how to add/edit participants to a job, not how to add a new custom participant option. To learn more about how to a new custom participant selection option, see this article.
To add/edit/remove a participant on a job or claim follow the steps outlined below:
- Navigate to the job slideboard (of the job in question) within your DASH environment
- Select the pencil icon on the job slideboard (under the Job Information quadrant)
- Select the Internal Participants tab or the External Participants tab, depending on which group you want to add to
- Make your adds/edits from here. Use the field to type in the individual's name for an easier search.
- NOTE: you can add a new contact next to any of the External Participants fields (if you find that the contact does not exist in the contact manager already)
Questions? Contact Us!