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When you create a new party manually in the Party Manager application you will see that there are some options to directly create a party and assign a role automatically. If you use the

• Create New Party Group
• Create New Person

then you will have to add the roles manually to them.

IMPORTANT: A key setup that needs to be done is to create a party that represents your business organisation. (In the demo data a party called 'Company' has been created to demonstrate this).

Accounting

Facilities

Webstore

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