How to Create a New Party (Organization) within a Request
Written by Michelle Henley
Updated at October 22nd, 2024
A new party refers to an organization that is created through the Add Party modal in the system.
It specifically applies to parties that do not already have a record within master data.
If the organization you are adding to the request is not populated in the dropdown list from the Name field, click Add Organization.
The Add Party modal will open.
"Email Address is Associated with Another Individual” Error Message
If a submitter is creating a new organization and receives an error message that says "This email address is already associated with another user," it means that email address is already assigned to an individual or organization in master data.
Two options exist:
- Return to the search screen and locate the existing party.
- A master data admin can update master data if the email is incorrect or assigned to the wrong profile.
After filling in any required (and any desired optional) fields, click Add Organization.
Now that the organization has been added, you can move forward with your request.
Note: The new organization will be added to master data at the time the request is submitted.
Updating an Organization (Before Submission)
Users can edit the organization before submitting a request by clicking the Pencil icon next to the Full Name field.
Updating an Organization (After Submission)
Warning: Once a request has been submitted for approval, the organization details cannot be modified within the request.
Any information that was previously entered into the New Party modal, such as Name, Address, Country, Address, etc., will need to be updated in master data by a master data admin.
Important: If master data is updated, the request must be canceled and recreated in order to reflect any changes. Or, if the organization itself is incorrect, the submitter must cancel the request and create a new one with the correct organization.
Users can still update the activity information within the request by following the directions found here: