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2.3 Manage Parties

1. To access the Parties menu, simply click on the Master section, and then select Parties from the dropdown menu.

Master => Parties

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2. To add a new party, fill in all the required information fields within the Parties section of the software.

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After filling in all the details (* field required) click on SAVE

3. To edit existing data, navigate to the respective entry in the software’s interface and modify the desired fields, such as name and mobile number.

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4. The point of the arrow icon in the image is that it allows you to delete the details of a partner’s account. This can be helpful if you are looking for a way to remove a partner from your list.

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Details: Clicking on the arrow icon next to a partner will likely reveal more information about that partner, such as their address or company name.

Set Password: This option allows you to set a password for the partner’s account. This could be useful if you want to restrict access to the account information.

User Roles: This option allows you to assign user roles to the partner. This could be useful if you want to give the partner specific permissions within the system.

Load Initial Balance: This option allows you to load money into the partner’s account. This could be useful if the system uses a prepaid system.