Chapter 5: Parties-Entities
The Parties & Entities tab in Application Administration opens a set of hyperlinks controlling the Parties & Entities module. A Party is typically an individual with either a direct relationship to a matter record, or an indirect relationship through an Entity. An Entity is typically a company, or a group of individuals, with a direct relationship to a matter record.
Party & Entity Switches
The Party & Entity Switches hyperlink in the Parties & Entities sidebar allows users to turn a party or entity module on or off.
- —Feature or permission is enabled
- —Feature or permission is disabled
One module must always be turned on. Click the green/red indicators to turn the modules on/off.