Adding a User to a Contract from the Contracts area

The purpose of this article is to explain how a Superuser can add a User to a contract within the Contracts area of the new client admin panel.

Video content is available below.

Firstly, select the Contracts tab within the admin panel:

mceclip0.png

Next, select the pencil icon against the contract you wish to add the User(s) to:

mceclip1.png

 

Next, select the Users tab on the left-hand side, and then select the + icon to add a User(s) to the selected contract:

mceclip2.png

You will then be presented with a list of all Users who can be added to the contract. You are able to select the Users you wish to add by ticking the check boxes to the left-hand side of the names, or you may use the search bar to search for a specific User. Once you have made your selection, click Confirm:

mceclip3.png

You may then allocate the appropriate Party, role and thresholds individually from the drop-down lists:

mceclip4.png

Or alternatively, you may wish to use the Push To Selection(s) tool bar at the top. This may be particularly useful if the User needs to be added to a bulk number of contracts with the same Party, role and thresholds.

Should you utilise the Push To Selection(s) toolbar, once you have entered the Party, role and thresholds, please ensure to tick the Users in which you wish to apply this to, then select Push To Selection(s):

mceclip7.png

 

Note

Please note, depending on the size of your screen, you may need to use the slider to view the rest of the thresholds and in order to manage the email alerts section:

mceclip8.png

 

Once you are happy with your selections, select Submit.

The process is then complete, and the User(s) will be able to access the contract.

Was this article helpful?
0 out of 0 found this helpful

Need further help? Contact our Support Team