Define Party Roles and Contact Roles for Subscriptions

Party roles provide a way of specifying the roles of different parties in the subscription.

For example, a sales contract may include the customer, a partner, and the internal business unit selling the product or service. The application comes with predefined party roles, but you can create additional roles to suit your needs.

To define party roles, contact roles, and role sources:

1. In your implementation project, navigate to Define Subscriptions and open the Manage Subscription Party Roles task

2. Create new party roles as needed.

3. Navigate to Define Subscriptions and open the Manage Subscription Contact Roles task.

4. Create new contact roles as needed.

5. For each party role set up in the previous step, enter the required information for the associated contact roles.

6. Click Save and Close