Master Agreement Partners

The Partner tab allows you to associate partners to the master agreement. Partner information can only be added or removed when the master agreement is in Define status. Once the master agreement has been approved, partners can no longer be added or removed.

To add master agreement partners:

  1. Open the master agreement.
  2. At the top of the master agreement, navigate to the Partners page.
  3. Under the Partners section click .
  4. In the Role drop-down, select the type of partner that you are associating to the location.
    • Lessee: The party that is renting the location. This option is generally used when you own the location.
    • Lender: The party that is financing the lease (and is only involved in the money aspect).
    • Supplier: The party that is supplying the equipment.
    • Lessor: The party that leases the property or finances the lessee. This option is generally used when you are leasing or subletting the location.
  5. Click Submit. The partner is added.
  6. Add contact information for the partner clicking on the row and enter the valid contact details.
  7. To delete a single partner, click on the row.
  8. To delete multiple partners at one time, select the checkboxes of the required partners and click at the top of the page.

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