Participant Types

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