Observation participants are the users who get notified right after one of the following actions: 

  • Observation is reported¬†
  • Someone changes the status of the observation
  • Someone comments an observation

By default the observation participants for given observation are the users who:

  • Have edit rights to given observation¬†
  • Have their email settings so that they receive email notifications from given observation place and category

You can also hide the participant list if needed. Check the latter part of this help article for more information.

You can view the observation participants for new observation you are about the create by clicking the observation participants section above the "Send observation" button.

Once you have clicked that a dialog opens that shows the default participants.

The default participants can not be removed when reporting an observation. They can be removed after the observation has been reported but not in the reporting phase itself.

You can add new participants from the Add participant text box if you have sufficient user rights.

As an admin you can determine whether or not a user can edit the observation participants by checking the can manage participants checkbox. This setting is available as both role based setting (see below) and individual user setting.

When the observation has been reported you can remove or add any participant by clicking the participants section. The same dialog opens as when reporting a new observation where you can either remove or add new participants.

Observation participants settings

The participant settings can be edited under Users and Roles sections found in the Administration page. This enables you as the admin to choose whether you want to hide the participant for certain user groups (done under Roles) or specific users (done under Users).

Editing the participant list visibility for individual users:

Head to Administration tab and click on the Users section. Now select the individual user you want to edit and scroll to the Observation participants settings found under Assignee settings. You have three options to choose from:

Selecting the first option (This user can edit observation participants) enables this user to see the participant list and manually add more participants to the list.

Selecting the second option (This user can see observation participants) enables this user to see the participant list but the user can't edit the list.

Selecting the third option (This user can't see observation participants) will hide the participant list completely from this user.

Editing the participant list visibility for user groups:

Head to Administration tab and click on the Roles section. Now select the Role you want to edit and scroll to the Observation participants settings found under Observations assigning & participants. You have three options to choose from:

Selecting the first option (This role can edit observation participants) enables users with this role to see the participant list and manually add more participants to the list.

Selecting the second option (This role can see observation participants) enables users with this role to see the participant list but the users can't edit the list.

Selecting the third option (This role can't see observation participants) will hide the participant list completely from users with this role.

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