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Browse counterparties

Counterparties is in the sidebar between Key dates and Tasks. An admin sees every counterparty in the workspace, including one that is not on a contract. Anyone else sees a counterparty only when it is on at least one contract they can open. Counts never include a contract they cannot open.

Merging, importing, and choosing who can add a counterparty are on Manage counterparties. When that setting is Admins only, Edit details is hidden and the contract form does not offer Add. Linking a counterparty that already exists stays allowed.

The list

Section titled “The list”
  1. Choose Counterparties.
  2. Read the name, how many contracts you can open, how many of those are live, the next key date, and when a linked contract was last modified.
  3. Type in Search counterparties. The address keeps the search.
  4. Choose a column heading to sort. Choose it again to reverse the order.
  5. Choose the name, or the row, to open that counterparty.

When the list has another page, it says “Showing 1–N of M”. A past key date uses the destructive colour. A date today or later does not. With no counterparties, the page says “No counterparties yet. They’re added when you link one to a contract.” A search with no matches says “No counterparties match this search.”

One counterparty

Section titled “One counterparty”

The heading is the party’s name. The breadcrumb returns to Counterparties. Above the contracts you see the address, trading name, company number, email, and website. A website opens in a new tab. Edit details opens the same dialog used to add a counterparty, when you are allowed to change details. Save updates the record.

The page also shows how many contracts you can open, how many are live, and how many expire in the next 90 days. Live means still live and not archived. The 90 days are counted from today in the workspace time zone, and the end date is included.

Status and Contract type limit the contracts under the party. Those contracts include archived ones, so the list matches the count. Contracts in the sidebar still hides archived contracts until you ask for them.

A counterparty you cannot see, or one that was merged into another, says “That counterparty isn’t in this workspace.” A counterparty pill in the grid, and a pill on the contract, links to this page.