Creating Party Groups

You can create a party group using the + button on the View Groups page. To create a party group, you must have sufficient permissions, which can be given through the Management Console Security features.

To create a Party Group, follow these steps:

  1. Open the Party Groups page
  2. Click the + icon
  3. Enter a unique Party group name. You cannot name as Default or Manual as these are system defined Party Groups.
  4. Enter the Effective date from which the party group will be active.
  5. Select the Effective status for the group. Statuses can be: Active or Inactive.
  6. From the available lists, select the lists that you want to associate with the party group. Use the Filter to search the desired lists.
    Note: You cannot create a party group without adding list.
  7. Click Save to create the party group.
    Note: Click Cancel if you wish to abort the changes and close the form.