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Add a Contract Party Group

Contract Party groups are created from the Contract Party Group Details page.

When adding a contract party group you can:

Follow these steps:

  1. In the Contract Party Groups page, click Add New.

    The Contract Party Group Details page opens.

  2. In Name, enter the name of the contract party group.
  3. In Description, enter a description for the contract party group.
  4. In Member Contract Parties, select the contract party to add to the group (if available), from the Available list and click , or double-click the contract party.

    The contract party moves to the Included list.

  5. In Grant permission to users, select the users who are permitted to view the contract party group from the Available list and click , or double-click the user. The available users move to the Included list.
  6. Click Save.

    The new contract party group is added to the system.