This article provides basic work instructions for managing the list of project participants in Relatics 5, including how to add and update participants, assign them to organizations or roles.

Introduction
This module provides a complete overview of all project participants within your workspace. It consists of two views—one for active and one for inactive participants—offering a clear and organized list of everyone involved in the project.

Objective
The goal is to maintain full visibility into who is participating in the project, including their status, roles, and associated organizations. Without a centralized overview, this information can become fragmented, outdated, or unclear—resulting in confusion and inefficiencies.

Solution
Relatics ensures that participant information is structured, accessible, and always up to date. By consistently using this module, you gain insight into the people involved, their roles, and their organizational ties. This enhances collaboration, streamlines communication, and supports smooth project execution.

Work Instruction – List of project participants

Need help getting started?

In addition to this article, we’re happy to offer further support in using the List of Project Participants module. We can also provide a Relatics training tailored to your project or team. Simply leave your phone number in the ‘Get in Touch’ form below, and we’ll contact you shortly.