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Formist

Participants

Manage people, organizations, session roles, tags, files, and invitations.

Create and edit individual participantsIndividual Participants are the people referenced by Sessions, Task ownership, Organizations, invitation letters, and other relationships.Create and manage custom Participant tabsCustom Participant tabs are saved views that can be Public or Private.Create organizations and associate peopleOrganizations group related people without duplicating their individual profiles.Generate participant invitation lettersFormist generates a letter by running the Skill your space has hooked to Participants against the Participant you pick.Manage participant photos, tags, and filesA Participant profile keeps visual identity, classification, and supporting documents together.Manage partners in the Participants spaceUse the Partners view, a saved, data-driven view over Participants, to manage partner organizations and their relationship details.