How do I add multiple Services and/or Products to a Third Party?
There may be instances when a Third Party added to JustProtect has more than one product or service associated to it.
Products & Services can be added to the following business units:
- Third Parties
- Agencies & Regulators
To add a Product or Service to a Third Party:
- Log in and click on the Third Party
- Scroll down the "Business Information" screen until you see "Business Unit Objects"
- Click on Service or Product
- To add the Service or Product click on the "Add (Service or Product)" button in the bottom right-hand corner
- When the Add (Service or Product) window appears add the following information:
- Title (Required)
- Description (Optional)
- Upload Logo (Optional)
- Click save
- The added Service or Product will show on the list
- Continue adding Services or Products.
- When you have finished click the return button
- Your added Services or Products will be shown as a number on the Business Information Page
Once the Service or Products are associated to the Third Parties you can assign them an assessment in the "New Assessment Wizard"