Add Multiple Engagements
The multi-engagement feature allows users with the Relationship Manager role and above (user profile permissions list) to create multiple engagements under the same Team profile. This is intended to speed up the onboarding process for clients who manage a group of entities/engagements.
To create multiple engagements, click the Create new engagement drop-down menu and select the Add Multiple Engagements option.
The Create Multiple Engagements form will open. Here, you will be asked to fill in the Team details:
- Engagement Owner - (Required)
- Backup Owners - (Optional)
- Engagement Agent - (Optional)
Add Engagements
Click on the "+ Add Engagement" button which will open a modal where you will fill in the following details:
- Company Name (Required)
- External SME ID (Optional)
- Key Contact (Required)
- Additional Contacts (Optional)
- You can also tick the checkbox to represent this SME yourself. If you have already filled in this field with a different user and checked this box, the user will automatically be added as an additional contact.
Add SME Contact (Optional)
You can also invite a new SME contact by clicking the "+ Add SME Contact" button. Here you will be required to fill:
- First Name (Required)
- Last Name (Required)
- Email Address (Required)
Once the form is completed, the Invite button will become active. Clicking this button will send an invitation email to the new contact and automatically add them to the "Additional Contacts" field.
The contact can also be designated as a key contact if needed.
Once the required fields are filled out, click Add
Managing Existing Engagements
Once you’ve added engagements, they will appear under the Company Details section as a list.
Actions Available:
- Edit: You can edit engagement details by clicking the pencil icon.
- Clone: You can clone an engagement by clicking the copy icon.
- Delete: You can delete an engagement by clicking the trash icon.
Additional Settings
In the Additional Settings section, you can configure advanced features for all engagements at once by selecting the appropriate checkboxes.
Once you have finished creating the engagements and filling out the required files, click on Create to save the multi-engagement.