Changing a User's Party

The purpose of this article is to explain how a Superuser 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 Contracts tab within the User's profile.

Via the Contracts Area

Firstly, search for the contract within the Contracts area using the free text search field, then select the pencil icon to edit:

mceclip0.png

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:

mceclip1.png

mceclip5.png
Once you have selected the User's role, you will then be prompted to allocate them with a role:

mceclip2.png
Should you need to amend the User's thresholds also, select the Column Options button in the top-right corner and select the columns you wish to display:

mceclip4.png

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:

mceclip6.png

The changes will now be made and the User's Party will be amended.

Via the User's Profile

Start by searching for the User via the User's area of the admin panel, followed by the pencil icon to edit:

mceclip7.png

Within the User's profile, select the Contracts tab:

mceclip8.png

Search for the contract(s) that you wish to amend the User's Party on and then select the pencil icon to edit:

mceclip9.png

You can then select the User's new Party and role from the drop-down lists. Any changes will be highlighted in green:

mceclip10.png

Should you need to amend thresholds also, select the Column Options button and select the columns you wish to be displayed:

mceclip12.png

Once you are happy with the changes made, select Verify followed by Submit:

mceclip11.png

mceclip12.png

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:

mceclip13.png


Bulk Changing a User's Party 

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 much 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 changes will be highlighted in green:

mceclip14.png
Once done, select Verify followed by Submit:

mceclip15.png

mceclip16.png

You will then receive the below warning message. Select Agree And Proceed if you are happy with the changes made:

mceclip17.png

Video Tutorial

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

Need further help? Contact our Support Team