The purpose of this article is to explain how a user with Contract or User Admin rights can change a User’s Party in a contract via the CEMAR Admin Panel. This can be amended via the Contracts area, or via the User's profile.
Your ability to change a user’s access to contracts can be impacted by the admin rights you have been granted, please review this before proceeding by navigating to your profile in the Admin Panel – Access & Security.
- If you are a user administrator (Party 2 Only) you will only be able to do the following where the user is Party 2 on a Contract:
- Add a user to a new contract – you can only add them as Party 2
- Change a user’s active status, role, thresholds and email settings on a contract
- If you are a Contract Admin with access restricted to specific contracts, you will only be able to access contracts where you have been allocated Admin Rights for
- Changes can only be made where you Contract Access Level is Full Access
If you are unable to complete this admin task due to not having access, please speak to your organisation admins or contact thinkproject support.
Firstly, as a Contract Admin, search for the contract within the Contracts area using the free text search field, then select the pencil icon to edit:
Within the contract, select the Users tab. From here you can search for the User who's Party you wish to amend. You are able to amend this by selecting the pencil icon to edit, and then select the correct Party from the drop-down list:
Once you have selected the User's Party, you will then be prompted to allocate them with a role:
You are also able to amend the User's thresholds too if you wish.
Once you are happy with the changes made, select Verify, followed by Submit.
You will receive a message to alert you that you are changing a User's Party on the contract. If you are happy to do so, select Agree And Proceed:
The changes will now be made and the User's Party will be amended.
Start by searching for the User via the User's area of the admin panel, followed by the pencil icon to edit:
Within the User's profile, select the Contracts tab:
Search for the contract(s) that you wish to amend the User's Party on and then select the pencil icon to edit:
You can then select the User's new Party, role and thresholds from the drop-down lists:
Once you are happy with the changes made, select Verify followed by Submit:
You will then be presented with a message warning you that you are about to change a User's Party. If you are happy with this change, select Agree And Proceed.
Should you need to change a User's Party on multiple contracts, you may wish to utilise the Push To Selection(s) tool bar to make this action quicker.
To do this, select the contracts you wish make these changes on. Within the Push To Selection(s) tool bar enter the changes you wish to push to the contracts selected, then press Push To Selection(s). Any changed you make will appear light grey:
Once done, select Verify followed by Submit:
You will then receive the below warning message. Select Agree And Proceed if you are happy with the changes made: