Inviting Participants to a Transaction
This guide explains how participants are organized and invited to BaseFund transactions.
Understanding Participant Organization
Participants are grouped by their role in the flow of funds
This organization provides clarity on each participant's function in the transaction
The grouping follows the natural progression of funds from sender to receiver
Automatic Invitations
Participants who already have a BaseFund account are automatically invited when they're added to a transaction
The system recognizes existing users and sends them a notification to join the transaction
This streamlines the process for participants already familiar with the BaseFund platform
Inviting New Participants
For contacts who don't yet have a BaseFund account, you'll need to send them an invitation
Locate the new participant's name in the transaction view
Click the paper airplane icon to the right of their name to send an invitation
The invitation includes instructions for creating a BaseFund account and accessing the transaction
Best Practices
Add all known participants at the beginning of the transaction setup process
Confirm that contact information is accurate before sending invitations
Consider reaching out to new participants separately to let them know they'll be receiving an invitation
Monitor invitation status to ensure all participants have joined the transaction