Add Contributors to a Contributor Group

Security Note: You need the Allow contributor maintenance security right in the Contributors user group security rights group for this activity.

Activity Steps

1. Open the Contributor Group.
2. Select the Contributors tab.
3. If the contributor group is the District Contributors group:
   1. Right-click in the contributors table and select New » District Contributor from the menu.
   2. Expand the Internal Companies node and select the district.
4. If the contributor group is a custom group, right-click in the contributors table and select New » Contributor from the menu.
5. Update the name of the Contributor if required.
6. To configure the default yields for the contributor:
   1. Right-click in the Default Yields field group and select New from the menu.
   2. Select the Applicable Date and the percentage Yield from the contributor at that date.

      A default yield does not have to be supplied for all contributors. Any changes to the Applicable Date or Yield do not trigger downstreaming.

7. Click Save.