Cascade Team [edit]


= Cascade Team&nbsp; =

ICM has now introduced the capability to copy the role-based team members while creating associations so that the user have the privileges for associated documents as they do for the parent entities. This is achieved by configuring Contract Types.

== Configuring Contract Type to copy Role from Agreement to its Associations ==

To configure Contract Type:&nbsp;

1. Click the Configuration tile. The Configuration menu opens.

2.'''Click '''''Cascade Team. ''The ''Cascade Team ''page opens.

3.&nbsp;'''Click '''''Add Configuration''. The ''Add Role Mapping ''window opens.

4.&nbsp;'''Select '''the parent Contract Type in the ''From Contract Type'' drop-down list for which you want to copy the role. For example, ''Saas'' ''Agreement''.

5.&nbsp;'''Select '''the Associated Contract Type in the ''To Contract Type'' drop-down list in which the role is copied. For example, ''Annexure1''.

6. '''Select '''the role in the ''From Role(s)'' field to be copied to the Association. For example, ''Secondary Owner'' and ''Business Owner''.

7. '''Select '''the role from the Association in the ''To Role ''drop-down list. For example, ''Contributor''.

'''Note''':&nbsp;The following roles cannot be mapped to Target Role (''To Role''): ''Exclusion Reviewers, External Signatory, and Internal Signatory''.

8.&nbsp;'''Select '''the event for the role mapping in the ''On Event ''drop-down list. For example, ''Associated Document Created''.

9.&nbsp;'''Click '''''Save''. The ''Role Mapping'' is added to the Contract Type.

== Role Mapping when creating Association in Agreement ==

1.&nbsp;'''Click''' the ''Agreement Management'' tile on the ''Dashboard''. The ''Agreement Management'' menu opens.

2.&nbsp;'''Click''' the ''Create Agreement'' menu. The ''Create Agreement'' page opens.

3. '''Select''' the Contract Type Name. For example, Saas Agreement.

4.&nbsp;'''Select''' ''Own'' in the ''Type Of Paper'' drop-down.&nbsp;

5.&nbsp;'''Click''' ''Next''. The ''Attributes'' page opens.

6.&nbsp;'''Enter''' the details in the remaining fields to take the agreement to the ''Draft'' state.

7.&nbsp;'''Click''' the ''Create Association'' icon of Annexure1. The ''Create Association'' page opens.

8.&nbsp;'''Enter '''the details in the ''Create Association'' page to take the association to the ''Draft'' state.

'''Note''': Ensure that the agreement ''Team'' has Roles such as ''Secondary Owner'' and ''Business Owner'' as set in the ''Role Mapping'' configuration to make the mapping successful.

9.&nbsp;'''Click&nbsp;'''''Team&nbsp;''tab.&nbsp;

As configured, ''Secondary Owner'' and ''Business Owner'' Roles of Agreement are mapped to the Association – ''Annexure1'' as ''Contributor''.&nbsp;