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Summary / TL:DR: This article provides instructions to
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add, remove, or change
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the participants of an
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agreement in Advantage.
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These instructions require you to have a control group open. For more on control groups, go here. |
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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...
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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 |
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a. Click Delete b. A dialog box will appear to confirm, click OK |
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a. Click Change b. The Agreement Participants dialog box will appear. Make necessary changes. d. Click Next e. Click Finish |
5. Click Finish
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Wrap upYou should now know how to add, remove, or change a participant on an agreement in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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