How to Create a New Counterparty
Molecule has a screen that can help you create new counterparties for users with Organizational Admin permission. You will not be able to change the first two fields because they are common across the system, but you can change the rest.
First, navigate to the SETTINGS tab from the main menu, then select COUNTERPARTIES.
To add counterparties, press the + COUNTERPARTY on the right-hand side of the screen.
A new row will auto-populate at the top of the table. You'll be prompted to fill out the HANDLE. It should look something like this:
You can either type your handle into the search bar or scroll through the menu. Press enter once you're finished, then fill out the rest of the fields accordingly. Make sure to scroll over to complete your counterparty entry.
When you're finished, press the three dots on the right-hand side of the trade icon. Finally, hit the SAVE on the line item you were editing.
From there, you can either press SAVE, EDIT CUSTOM FIELDS, or DELETE your new counterparty.
That's it! Your new counterparty should be available on all screens except any filters you have in custom reports. As an approved counterparty, it will also show at the top of counterparty lists and will have a checkmark next to it. Try refreshing your browser tab if you have any issues seeing this counterparty in drop-downs.
That's it! If you have issues or questions, feel free to send them our way at email@example.com.