Invite Participants

To invite participants to contribute to a conversation, follow these steps:

  1. Open a conversation directly or open a record that has a conversation.
  2. Click Add Participant on the header of the conversation window to open the Participants window. HPE Service Manager Collaboration retrieves participants based on the Suggested User Fields configuration in Service Manager.

    Tip For more information about how to customize the Suggested User Fields, see step 7 in Add supported record types.

  3. Add a new participant by performing either of the following tasks:

    • Select a user name or a group from the suggested participant list, and then click the Add button.
    • Enter a user’s email address or a user name in the Search Participant field, select the participant from the search result, and then click the Add button.

    After you invite a participant to the current conversation, the system broadcasts a message to all the other participants to identify whom is invited. Meanwhile, the invited participant receives a system message that shows the members in the current conversation.

Tip

  • After you integrated Service Manager Collaboration with Microsoft Office Lync, the Lync users who are currently available on Lync become searchable. You can select a Lync user from the search result and then invite him/her to a conversation.

  • You can view participants’ presence statuses that are shown beside the user names in the suggested participant list, the participant list, and the participant search result list.
  • To close the Participants window, press ESC or click anywhere outside of the participants list.