Participant Types

Owned by Michael Ttooulis
Nov 27, 2017
2 min read



How to add new Participant Types

Click on the New Participant Type button, this will bring you to the editing page where you can:

  • Description: The name of the participant type
  • Sequence No.: The order in which the type appears in the list
  • Participant Role: Decide if the participant type has a specific role
  • Display Bank Details: Decide whether you want the participant's bank details to be displayed
  • Merge Fields: You can specify the merge field names for use in email and document templates
  • Participant Auto-Add & Commission Setup: Specify the commission setup for your new participant 

-Participant Types

-Edit Participant Types screen