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<section xmlns:xsi="" version="5.0"
xmlns:xl="" xmlns:xi=""
xsi:schemaLocation=" ../../../content/dtd/docbook.xsd"
<title>The Edit Financial Account Roles screen.</title>
<para>The Financial Account Roles sub menu screen allows you specify a party and link them to a
role for a particular financial account.</para>
<para>It can be used to add party roles eg 'Approver' or 'Administrator' for credit limits or
updates to the account. If an account belongs to a company then you may want to add a person
as a 'Contact' for dealing with the account.</para>
<para>The roles can also be time bound. This means that you can specify a start and end date for
the party role.</para>
<title>How do I add a Party Role to a Financial Account?</title>
<para>Select the 'Roles' sub menu for the Financial Account</para>
<para>Fill in the Party Id field by using the field lookup tool or by directly
entering the party id (eg flexadmin)</para>
<para>Select the role from the drop down list for the Role Type Id field (eg
<para>Enter the From Date field </para>
<para>Enter if the Thru Date field (optional)</para>
<para>Press the 'Add' button </para>