Participants are used to record any third party that is involved in your case, besides the Applicants and the lender. Example participants might be an introducer, estate agent, or solicitor etc. 

Participants have two uses,

• They can be used to obtain information regarding a particular participant who is involved in the case
• They can be used to manage what you pay out to a particular participant for commission purposes. 

Adding an existing participant

If you want to add a previously created participant to your case, see the steps below: 

1. Head to your case
2. Scroll down until you find the participants panel (Figure 1)
   
   Figure1 - Participants panel
   
   
3. Click 'Add Participant' you will be presented with figure 2 below: 
   
   Figure 2 - Participants address book lookup
   
   
4. Simply type in the participant name you are looking for into the search box, select a participant type, or search by initial 
   
   Figure 3 -  Participants search results
5. Once you have found the participant you are looking for click the 'select' link under the action column to add them to the case. Once clicked you will be taken back to your case, which should now display the participant you selected (figure 4) 
   
   Figure 4 - Participants panel - with a participant selected. 

Adding a new participant

Adding a new participant is a similar process to the searching for an existing one. Follow the steps below:
 

1. Head to your case
2. Scroll down until you find the participants panel (Figure 5)
   
   Figure 5 - Participants panel

3. Click 'Add Participant' you will be presented with figure 6 below: 
   
   Figure 6 - Participants address book lookup

   Tip

   It is always good housekeeping at this point to double check whether the participant you are looking to create is already in the address book, follow the steps in the previous section to do this.

4. To create a new participant click 'click here to create one' link you should see a screen similar to figure 7 below. The top half of the screen represents the participant's information their name, contact numbers etc. and the bottom half relates to the commissions aspect of setting up a participant. The minimum information you have to enter is a surname or company name for your participant. Once you are finished click the 'submit' button. 

   Tip

   To find out more about setting up the commissions for your participants head to our How do I setup a new participant guide in the commissions section of our knowledge base.

   
   
   Figure 7 - Create participant window

5. Once you have clicked submit you will be returned to the case, this will display the participant you have created.