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.

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