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.
Firstly, 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 role, you will then be prompted to allocate them with a role:
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:
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 and role from the drop-down lists. Any changes will be highlighted in green:
Should you need to amend thresholds also, select the Column Options button and select the columns you wish to be displayed:
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 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:
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: