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Use these instructions to change - either add, remove or change - the participants of an Agreement.
| Warning |
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These instructions require you to have a control group open. For more on control groups, go here. |
How To Change Participants for an Agreement
From the Customer Service ribbon, navigate to Customer Activity
Select the Agreement you want to update and click Add Version
The Access Agreement Entry dialog box will appear. Navigate to the Agreement Participants tab.
- Select one of the following options...
Expand title ...If adding a participant... a. Click Add
b. The Agreement Participants dialog box will appear. Enter the Customer Number and Address Code.
c. Select an option under 'Customer can maintain access information for:' that is appropriate
d. Click Next
e. Click Finish
Expand title ...If removing a participant... a. Click Delete
b. A dialog box will appear to confirm, click OK
Expand title ...If changing a participant... a. Click Change
b. The Agreement Participants dialog box will appear. Make necessary changes.
d. Click Next
e. Click Finish
- Click Finish