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 block within an application.
Expand the block by clicking Open and reveal the Parties to the Application section.

Click the blue pencil on the card. It opens the card to the editable mode.



 


Go to the drop-down menu under Select role(s).

Choose a role or several roles from the drop-down menu list.
The amount of the selected roles is not limited.

You can give a party additional permissions, like modifying the application or adding new applications, by selecting the most appropriate option on the right.

Once finished, click Close.

Cloudpermit automatically saves all changes.

The selected roles appear on the party´s card.




 




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