How to add roles and additional permissions to a party

This tutorial shows how to add more roles and additional permissions to a party on the application. Only the applicant and those parties to which the applicant has granted permission to modify a party's information can make changes on the party's card.



Navigate to the "Parties to the application" section and expand it.



 
Go to the party card with which information you want to edit.
Click the blue pencil icon on the card.


The card opens to the editable mode.

Select roles from the drop-down menu under "Select role(s)."

Choose one or more roles. The amount of the roles is not limited.

Give the party additional permissions, like modifying the application or adding new applications.

Once finished, click Close.

Cloudpermit automatically saves all changes.
The selected roles appear on the party's card.




 




Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.