Mastering Empress: Optimizing the Party Link Feature

Product Support
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Introduction

In the world of business, clear and effective communication is key. This is where the Party Link Feature in Empress comes into play. It’s a versatile tool that helps you manage relationships between different roles and entities (parties) within your organization.

The Party Link feature allows you to define Primary Role and Secondary Role, and link these roles to specific parties (like employees, departments, clients, vendors, etc.). This feature is especially helpful in complex business environments where roles and entities are interdependent.

Primary and Secondary Roles

With the Party Link Feature, you can define a Primary Role and a Secondary Role. This could be anything from ‘Manager’ to ‘Client’, ‘Vendor’ to ‘Department’, or any other role relevant to your business.

To assign a role:

  1. Click on the Primary Role or Secondary Role field.
  2. A dropdown will appear with a list of roles. Select the desired role.
  3. The chosen role will now be displayed in the field.

Linking Parties to Roles

After defining roles, you can link them to specific parties. Here’s how:

  1. Click on the Primary Party or Secondary Party field (this field becomes active once a role has been selected).
  2. A dropdown will appear with a list of parties. Select the desired party.
  3. The chosen party will now be displayed in the field, linked to the corresponding role.

Viewing and Editing Links

You can easily view and edit the established links at any time:

  • To view a link, simply navigate to the Party Link section in your Empress account.
  • To edit a link, click on the specific link you want to change. You can then edit both the role and the party it’s linked to.

User Roles and Permissions

In terms of permissions, the Party Link Feature is accessible to ‘System Manager’, ‘Accounts Manager’, and ‘Accounts User’ roles. These users can create, read, write, delete, print, and export data related to the Party Link feature.

Conclusion

The Party Link Feature is a powerful tool in Empress, designed to simplify and streamline your business operations. It brings clarity to the relationships between different roles and entities within your organization, making it easier to manage these connections.

For further assistance or queries, please refer to the Empress support page or contact our customer service team.