New Counterparties

Molecule has a screen that can help you create new counterparties. It's available to users with the Organizational Admin  permission, and is located in the Molecule left navigation bar, at Settings/Counterparties.

To create a counterparty:

  1. Click the "Add Counterparty" button on the top right of the screen. 
  2. Then fill in the counterparty's information on the grid below.
  3. Finally, hit the save button on the line item you were editing.

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. If you have any issues seeing this counterparty in dropdowns, try refreshing your browser tab.

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