What is the difference between a participant and a member?
Members are users in the case management of the system, while participants are stakeholders in a report (reported party, accused party, subject, witness, interviewee, etc.)
What is a participant?
Participants do not have access to the system and do not receive notifications from Whispli. They are listed to document all the stakeholders of a report to centralize the information about the people involved.
To populate data in the Participant tab of a report, it is possible to connect the organization's HR information system, in order to automatically populate the fields attached to the participant (department, organization, phone number, email address, job title, etc.) but participants can also be a third party. In that case, the participant's details can be manually added.
It is also possible to attach files and write a note attached to the participant to enter all details, minutes from interviews or meetings, etc.
Once added, participants are not notified and do not have access to the report. The purpose of the Participants feature is to maintain a directory, making it easy to identify if the same person is mentioned across multiple reports.
More information about participants on the dedicated help page.
What is a member?
A member is a case manager attached to a report. As a member of the report, they have visibility on its content, can usually communicate with the informant (if there is one), fill out the workflow, write notes, add participants, etc.
Depending on the user role they were given in the platform, they can perform all actions on the report.
Whenever a notification is triggered (message from informant, time based reminder, internal notes), they can receive a notification by email.
More information about user roles on the dedicated help page.