Managing transaction participants effectively is a key part of maintaining secure transactions in Basefund.
How to Assign Participants
Prepare Your Contacts
Before assigning participants, ensure all individuals and organizations have been added through the Contacts tab
Both individual Participants and Organizations must exist in your Contacts before they can be assigned to a Transaction
Access the Transaction
Navigate to the My Transactions view in your dashboard
Locate the desired transaction and select "View Transaction"
Assign Participants
Once in the transaction view, you can assign participants to the transaction
Participants will be automatically positioned in accordance with their role in the flow of funds
The system organizes participants based on their function in the transaction process
Important Notes
You cannot assign a participant who hasn't been added to your Contacts
The positioning of participants follows the logical flow of funds for enhanced security and clarity
Each participant's permissions and visibility within the transaction will be determined by their assigned role