Add or remove users from transactions

You can add or remove users to transactions from the transaction activity page.

To add a participant:

1. Click on the ellipsis on the right side of the transaction card.
2. Click "Edit participant"
3. From the pop-up, click into the white space. All members of the organization will appear.
4. Click their name to add them to the transaction.
5. Click 'Save"

To remove a participant:

1. Click on the ellipsis on the right side of the transaction card.
2. Click "Edit participant"
3. From the pop-up, you'll see all the current participants.
4. Click the 'x' next to their name to remove them from the transaction.
5. Click 'Save"