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Change Participants for an Agreement

Owned by maperrin (Deactivated)
Last updated: Sept 09, 2021 by Alex Yeager (Deactivated)
1 min read

Summary / TL:DR: This article provides instructions to add, remove, or change the participants of an agreement in Advantage.

These instructions require you to have a control group open. For more on control groups, go here.

How To Change Participants for an Agreement

  1. From the Customer Service ribbon, navigate to Customer Activity

  2. Select the Agreement you want to update and click Add Version

  3. The Access Agreement Entry dialog box will appear.  Navigate to the Agreement Participants tab.

  4. Select one of the following options...

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

a. Click Delete

b. A dialog box will appear to confirm, click OK

a. Click Change

b. The Agreement Participants dialog box will appear. Make necessary changes.

d. Click Next

e. Click Finish

5. Click Finish

Wrap up

You should now know how to add, remove, or change a participant on an agreement in Advantage.

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