Allowable role chooser (form)

Click Client administration > Clients. On the Clients list, select and open a client and then click Relationships > Allowable roles > Allowable roles chooser.

 The form displays a list of available and selected roles which have been or can be granted to the business party. Some roles, when selected, may affect the level of compliance required.

 The status of a business party is displayed in its properties. When a business party is added to a role which requires a higher level of compliance (red font), a window will pop up asking you to confirm the update. Once updated, you will be required to choose a compliance method in relation to the new compliance level chosen. Also, the business party's status will append "/ Upgrade" to inform users that this business party requires approval on the upgraded compliance level.

Tasks that use this form

• How to assign allowable roles for a business party.

Navigating the form

The following tables provide descriptions for the controls in this form.

Actions

Fields