Access an
agreementAgreement from a license
1 | Click on |
Licenses app. |
Licenses |
app opens and shows list of all records. | |
2 | Choose a record with a linked Agreement. The record opens. |
3 | Click on "Agreements linked to this license". The linked Agreements are shown. |
4 | Click on a linked agreement. The window switches to agreement app and displays the linked agreement. |
Attach an Organization to a License
1 | Click on |
Licenses app.
|
Licenses |
app opens and shows list of all records. | |
2 | Choose a record.
Record opens. |
3 | Click on "edit" in the right upper-corner.
The editing |
window opens. | |
4 | Go to organizations and click on "add organization."
An additional space opens. |
5 | Click on "link organization."
The "select organization" window opens. |
6 | Choose an organization.
The chosen organization is shown in the additional space. |
7 | Select a role for the organization (required). |
8 | Click on "save & close."
The changes are saved and an organization is attached to the license. |
Remove an Organization from a License
1 | Choose the license to be edited in the Licenses App |
2 | Click the "edit" button |
3 | Go the Organizations accordion |
4 | Click the "dustbin" button |
5 | Click "update license" |
- Editing a license: see screenshot 1 under "Attach an Organization to a License."