Cascade Team
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:
1. Click the Configuration tile. The Configuration menu opens.
2.Click Cascade Team. The Cascade Team page opens.
3. Click Add Configuration. The Add Role Mapping window opens.
4. 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. 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: The following roles cannot be mapped to Target Role (To Role): Exclusion Reviewers, External Signatory, and Internal Signatory.
8. Select the event for the role mapping in the On Event drop-down list. For example, Associated Document Created.
9. Click Save. The Role Mapping is added to the Contract Type.
