Participants

The Participants page is the cross-matter directory of every individual your organization has interacted with. Where the Clients page focuses on the people you have a service relationship with, Participants is broader — it includes counterparties on the other side of a transaction, third-parties mentioned on a matter, and the staff members assigned to those matters.

Anatomy of the page

1. Header and utility icons

The page header shows the title Participants, a one-line description, and the standard Help (?) and Docs (book) icons in the top-right. Help opens an in-portal slide-out summary; Docs opens this page in a new tab.

2. Type filter

A single-select dropdown lets you narrow the table to one role at a time:

• Clients — people on your side of the transaction
• Counterparties — people on the other side
• Third-parties — non-transacting individuals named on a matter
• Assigned Staff — your own users assigned to matters

Clearing the filter shows everyone.

3. Search

The search box matches on name and email. Results update as you type and respect the active type filter.

4. Participants table

Column	Description
Name	Display name with a red triangle if a potential conflict has been detected
Type	One or more role badges (a single person can be both a client and a counterparty across different matters)
Current Matter	Most recently active matter — clickable
Newest Matter	Most recently added matter — clickable
Matters	Total matter count across all time
IDV	Last identity verification date, color-coded by status
KYC	Last KYC check date, color-coded by status

The status colours follow a consistent convention across the portal:

• Green — approved / passed
• Amber — pending / in progress
• Red — rejected
• Orange — expired
• Grey “Never” — no verification on file

Working with the page

Daily compliance triage

A common workflow is to filter to Clients, scan the IDV and KYC columns for orange or red entries, and reach out to anyone whose verifications are expired or rejected.

Conflict review

When the platform detects a person on both sides of two matters, a red triangle appears next to the name. Click into the participant record to see the full list of matters they touch and decide whether the conflict is material.

Jumping to the right profile

The link behaviour from the Name column is type-aware:

• Clients route to the full Client record
• Staff route to their Directory entry
• Counterparties and Third-parties route to the lightweight Participant profile (matter-scoped only)

This means you don’t have to remember which area of the portal a person lives in — clicking the name always opens the correct profile.

Permissions and scope

Role	What you see
Owner / Admin	All participants across the organization
Member	Only participants on matters you are assigned to
Viewer	Read-only access — no profile edits

Participants are scoped to your organization. Cross-tenant data is never exposed here.

Troubleshooting

Symptom	Most likely cause	Fix
Page is empty	No matters have been created yet, or filters are too narrow	Clear the Type filter and search box; if still empty, create a matter and add participants
A person is missing	They have not been added to any matter	Open the matter and add them as a participant; they will appear here automatically
IDV/KYC always shows “Never”	No verification has been initiated for that person	Open the participant and start a verification from the profile
Conflict triangle appears unexpectedly	The platform detected overlap with another matter	Click the participant to review the overlapping matters and judge whether the conflict is material

Related pages

• Matters — every matter has a participants tab that mirrors this view, scoped to that matter
• Directory — your internal staff directory (a subset of Participants filtered to staff)
• Verifications — full list of IDV and KYC requests across the organization