Nudge “participants” includes team members, recipients/assignees and associated contacts that receive communications on a nudge.  
  • Team members that are participants receive communications regarding messages, and status changes (like marked complete notifications) according to their communication preferences. 
  • Recipients/assignees receive communications regarding notifications, reminders, messages and status changes according to their communication preferences and the nudge and organization settings.
  • Associated contacts (for nudges assigned internally or to other professionals) receive communications regarding notifications (when the nudge is posted), messages and status changes according to their communication preferences and the nudge and organization settings.
Currently they way team members become participants on a nudge include: 
  • Authoring the nudge
  • Being the team member that the nudge is “from”
  • Being the lead advisor for the recipient or associated contact
  • Engaging with the nudge messaging either in app or in reply to an email.
If you change a lead advisor for a contact you have the option of updating the participant roles for all the nudges assigned to that contact from the old lead to the new lead advisor.
 
If a team member needs to be removed from Knudge, you will also have the option of re-assigning all of their contacts to another team member and optionally updating the nudges assigned to those contacts as well.