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:
- Open the Party Groups page
- Click the + icon
- Enter a unique Party group name. You cannot name as Default or Manual as these are system defined Party Groups.
- Enter the Effective date from which the party group will be active.
- Select the Effective status for the group. Statuses can be: Active or Inactive.
- 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.
- Click Save to create the party group.Note: Click Cancel if you wish to abort the changes and close the form.