How to edit parties roles on the application

This tutorial shows how to edit parties' roles on the application. Only the applicant and those parties with modification rights on Cloudpermit can add and change the roles of the various parties in the applications. 

Step 1:

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 which information you wish to edit. It opens the card to edit mode.

Step 2:

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.

After 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.