Edit or remove a business contact or related party from a License and Permit Application

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Additional business contacts can be edited or removed by a government service agent before a license or permit case reaches the Process stage.

    Before you begin

    Role required: sn_gsm.constituent_agent, sn_gsm.relationship_agent, sn_gsm.government_service_manager, sn_gsm.business_agent, sn_gsm.agency_constituent_agent, sn_gsm.agency_manager, sn_gsm.agency_agent

    Procedure

    1. Open the License and Permit Playbook by navigating to Lists in the CSM Configurable Workspace.
    2. Navigate to the License and Permit Requests list and select All.
    3. Open the License or Permit Request case you wish to remove a business contact from.
      Note:
      Related parties can only be edited if the case is in the Intake or Review stage.
    4. Navigate to the Add related parties activity in the Intake stage of License and Permit Playbook.
    5. Select the delete icon delete icon next to the business contact you wish to delete, or the edit icon edit icon next to the business contact you wish to edit.
    6. Select Save once you are finished editing the related party information.
    7. Select Mark Complete to save the activity.