Participants explain how people are involved; assignments show who is responsible for moving work. Keeping those meanings distinct improves hand-offs.
Step 01
Name participant roles
Add only the requestor, member, representative, employer contact or other roles that explain involvement.
Step 02
Assign work separately
Give each active task or stage an accountable user rather than implying ownership from participation.
Step 03
Review access implications
Confirm participant visibility and case access match policy before sharing documents or member-facing information.