Overview

Participant Actions are a set of settings for admins that allow more granular control over which actions can be performed by the different participants in a Connect call. These settings can be changed on a per-organization basis, if a different behaviour is needed for some of them.

Steps

To configure the different participant action settings:

1. From the navigation menu, click Settings

2. In the secondary menu, scroll down and click Coconut Connect

3. Settings can be changed in the Participant Actions section of the page

Settings are saved automatically upon changing their value.

Participant Action Settings

Call Access

Admit participants to the call

Allows in-call participants to approve and let new participants join the call.

This setting controls who will get an in-app notification when a participant is trying to join the call. It also affects who will have the Allow/Deny options in the People extension.

Remove participants from the call

Allows in-call participants to remove others from an ongoing call if necessary.

This controls who has the option to remove people from the call in the People extension.

Invite participants to the call

Allows participants to send invitations for others to join the call.

This controls who can see the “Invite” button at the bottom of the People extension.

Call Controls

Turn off microphone and camera for participants

Allows in-call participants to mute microphones or disable cameras for others when needed.

This setting controls who will have the Mute and Turn off camera options in the kebab menu on a participant’s video.

Screen Sharing

Enables participants to share their screen during a call for presentations or collaboration.

This setting controls who can see the Share Screen button in the meeting controls section at the bottom of the screen.

Mark client as “No Show”

Allows participants to mark a client as a no-show if they fail to join the meeting (walk-in only).

This controls who can see the option to mark a participant as no-show in the People extension.

View meeting details

Provides access to meeting details such as agenda, participants, and scheduled time.

This controls who can see the Meeting Details item in the kebab menu in the call controls section at the bottom of the screen.

Edit private notes

Allows participants to create and edit private notes during the meeting, which are stored as appointment notes in the Schedule for future reference.

This controls who can see the Internal Notes item in the kebab menu in the call controls section at the bottom of the screen.

Add Ons

Mark client as “Verified”

Allows participants to mark a client as verified upon successful ID verification. Requires the ID Verification feature.

This controls who will have the Mark as Verified item in the kebab menu next to participants in the People extension.

Manage co-browsing

Enables participants to assist clients by navigating web pages together. Requires the Co-browsing feature.

This controls who will see the Co-browse a webpage item in the kebab menu in the call controls section at the bottom of the screen.

Initiate document signing

Allows participants to start the e-signature process for required documents. Requires the E-signature feature.

This controls who can initiate a signing session from the Documents extension.

For Customers using the 'Organizations' add-on

If our Organizations add-on is enabled, the Participant Actions settings can be Organization-specific or each Organization can inherit the Enterprise-level settings. The vendor switcher at the top left of the screen can be used to switch between Organizations. Once the desired Organization is selected, the same steps can be followed to edit Participant Action settings for that particular Organization.

When editing these settings for an Organization, they will use the Enterprise-level settings by default. If the selected Organization requires a different configuration for a Participant Action setting, the Override button can be used to allow changing the setting value for that particular organization. The Return to default button can be used if the setting needs to follow the Enterprise-level value.