How to add roles and additional permissions to a party

All stakeholders in the application have access to the Parties to the Application section. They can send invitations to the selected parties and decide in which role they are in the application. Only applicants and those parties to which the applicants have granted permission to modify can make changes on the party's card.  This article describes how to add roles and additional permissions to a party.

  1. Scroll to Parties to the Application.
  2. Click the blue pencil icon on the party card which information you wish to edit.
  3. Expand the Select role(s)* drop-down menu.
  4. Select roles from the drop-down list. The number of selected roles is not limited.
  5. Select the party permissions.
  6. Click Close.
  7. Cloudpermit automatically saves changes on the party card.




 




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