Participant
A participant represents a real person in the contract.
Note:
There can be at most, 40 participants across all parties in one contract.
Contract participant attributes
The following attributes are available for a contract participant:
| Attribute | Type | Description |
|---|---|---|
| _options | object | Defines options for the contract participant. See Options. |
| _permissions | object | Defines permissions for the contract participant. See Permissions. |
| _private_ownerside | object | Contains attributes visible only to the owner-side participant. See Private owner-side. |
| delivery_channel | string(enum) | The name of the delivery channel. One of the Delivery channels. |
| delivery_status | string(enum) | Indicates the status of the notification sent to a contract participant. One of the Delivery statuses. |
| string(email) | The participant's email address. | |
| id | integer | The unique ID of the participant. |
| identification_number | string | The date of birth, SSN, personal number, etc., of the participant. |
| my_participant | boolean | Whether the participant represents the current user or not. |
| name | string | The name of the participant. |
| organizer | boolean | A flag to indicate if the participant is an owner-side internal participant. Only for the owner-side participants. |
| phone_number | string(phone_number) | The mobile phone number of the participant. |
| sign_method | string(enum) | Shows the selected method of signing contracts. One of the Sign methods. |
| sign_state | string(enum) | The current state of the contract in the singing process. One of the Sign states. |
| sign_state_updated_time | string(datetime) | The time the sign state was last updated. |
| signatory | boolean | Indicates if the participant can sign the contract. |
| title | string | The title of the participant. |
| two_step_authentication_method | string(enum) | Shows the selected two-step authentication methods. One of the Two-step authentication method options. |
Options
Indicates the options available when adding a participant to the contract.
Message
Indicates the attributes of a message. Different combinations can be used. See Combining options attributes.
Combining options attributes
The table below shows all possible combinations for the participant _options object when creating a participant while the contract is in a draft or pending state.
| Contract state | _options | invite | message | Description | Result |
|---|---|---|---|---|---|
draft (_options cannot be used for counterparty participant creation in this state) | N/A | N/A | N/A | Create an ownerside participant without _options. | No invitation |
| available | false | N/A | Create an ownerside participant with _options.invite as false. | No invitation | |
| available | N/A or false | available | Create an ownerside participant without _options.invite or as false but with a custom message. | No invitation | |
| available | true | N/A or null | Create an ownerside participant with _options.invite as true. | Default invitation | |
| available | true | available | Create an ownerside participant with _options.invite as true and custom message. | Custom invitation | |
| pending | N/A | N/A | N/A | Create a participant without _options. | Default invitation |
| available | true | N/A or null | Create a participant with _options.invite as true. | Default invitation | |
| available | true | available | Create a participant with _options.invite as true and custom message. | Custom invitation |
Permissions
Indicates the permissions available to a participant in a contract.
| Attribute | Type | Description |
|---|---|---|
| contract:update | boolean | Indicates whether the participant is allowed to make changes in the contract. |
Combining participant flags and permissions
The table below shows all the possible combinations of the participant flags for signatory and organizer, and permissions to update and sign the contract.
Note:
Combining the participant and signatory flags with permissions, you can set up roles available in Oneflow:
Signatory – can edit the contract and expected to sign the contract.
Influencer – can edit the contract.
Viewer – cannot edit the contract, can only view and comment.
Organizer – same as an influencer, but only visible to other participants in the same party.
| signatory | organizer | contract:update | Description | Role in the Oneflow app |
|---|---|---|---|---|
| true | false | true | The participant should sign the contract and has all the appropriate permissions to edit and update the contract | Signatory |
| false | false | true | The participant cannot sign the contract but otherwise has all the appropriate permissions to edit and update the contract | Influencer |
| false | true | true | Only possible for an owner-side participant. An owner-side internal participant cannot sign the contract but can update it. | Organizer |
| false | false | false | The participant can only view the contract. | Viewer |
Sign states
The sign_state attribute denotes the current state of the contract in the singing process.
| State | Description |
|---|---|
| undecided | The initial sign state. |
| signed | The participant has signed the contract. |
| declined | The participant has declined the contract. The contract is declined. |
| unknown | Used for future extensions. Not valid for create contract endpoint. |
Private owner-side
Contains attributes visible only to the owner-side party.
| Attribute | Type | Description |
|---|---|---|
| created_time | string(datetime) | The time when the participant was created. |
| first_visited_time | string(datetime) | The time when the participant first opened the contract. null if they have not yet opened the contract. |
| last_visited_time | string(datetime) | The time when the participant last opened the contract. null if they have not yet opened the contract. |
| updated_time | string(datetime) | The time when the participant was last updated. |
| visits | integer | The number of times the participant has opened the contract. |
Delivery status
The table lists all possible statuses for notifications (invitations) sent to contract participants.
| Status | Description |
|---|---|
| not_sent | The contract has not been sent to the participant. |
| pending | The delivery of the contract is pending. |
| failure | The delivery of the contract failed. |
| bounce | The contract cannot be delivered to the provided email address. |
| success | The contract was successfully delivered to the participant. |
| opened | The participant opened the delivered contract. |
| unknown | Used for future extensions. Not valid for create contract endpoint. |
Updated about 1 year ago