Edit third party(ies)

Prerequisite: Refer to Rights. Learn how to set user rights.

Access in Iziago: Third-party database > Application > Third parties

Edit the information of a particular third party

  1. Display the desired third-party information.
  2. In the Edit third party screen, enter or edit the required information.
    Reminders:
  • Click on the Show or Hide buttons at the right hand corner of a section to expand or collapse it.
  • You can assign a third party to a group only if you have the right to use this group; groups that you have not the right to use are not displayed.
    Tip: if the desired third-party group is not created yet and you have the appropriate rights, you may create it.
  1. Click on the Save button.


Edit a third party’s account

  1. Follow one of the following procedures to display the desired third-party datasheet:
  1. The third party’s accounts are displayed in a table at the bottom of the screen. Perform one of the following actions:
  • click on on the account line in the table.
  • click on the account line in the table to display the account datasheet, then click on the Edit button.
  1. In the account datasheet, enter or edit the required information.
    Reminder: Click on the Show or Hide buttons at the right hand corner of a section to expand or collapse it.
  2. Click on the Save button.

Assign new group(s) to some third parties

This procedure allows you to select some third parties and replace their groups by new ones.

  1. Follow the procedure Display the desired third-party information so that the appropriate third parties are displayed in the result table of the Third parties screen.
  2. In the result table, select the third parties whose group must be changed by checking the corresponding boxes.
    Tip: To select all the third parties of the table, check the Select box in the table header.
  3. In the Multi third-party actions drop-down list, select the Change group entry.
    Note: The Multi third-party actions drop-down list indicates the number of selected third parties.
  4. In the Choose new group window, select the group(s) to which the selected third parties must now belong. Then click on the Save button to apply the modifications and close the window.
    Reminder: You can assign a third party to a group only if you have the right to use this group; groups that you have not the right to use are not displayed.