---
title: "Creating a Party"
canonical: "https://docs.rubiconwater.com/space/UMNC/1983709185/Creating%20a%20Party"
format: markdown
---
> ℹ️ **Permissions**
> ℹ️ 
> ℹ️ You can set up the name and address details for a new user, but when the user has been assigned a role, your account must have the appropriate sub-role privileges over that role to make further changes to the user's party record.
> ℹ️ 
> ℹ️ See [https://rubiconwater.atlassian.net/wiki/spaces/UMNC/pages/1983905830](https://rubiconwater.atlassian.net/wiki/spaces/UMNC/pages/1983905830)  for more details.

**Step 1**

Click **Parties** to open the Parties module.

**Step 2**

Click **Add New party** to create a new party.

**Step 3**

Complete whatever fields you need on the **Details** tab. This table provides guidance for some fields:

| **Property** | **Description** |
| --- | --- |
| Surname | This field is required |
| Preferred/Given Name | (Optional) If a preferred name is provided, it is typically used on reports and in the web ordering interface. |
| Type | Specify whether the party is an individual or a group. |
| Customer Number | Used to record customer identification numbers from an external system such as a billing system. If you do use this field, it must be unique. |
| User Name | A User Name is required to log in to some Rubicon desktop applications. It is not case sensitive.<br>If you are using Windows Authentication to log in, make sure that the party's User Name is the same as their Windows login name. |
| User Number | The User Number is assigned by the system. Customers will usually log in using the user number.<br>When you start using account management, the User Number will be set to be the same as the original *User No* field so that customers can continue to use their existing login ID. New parties will receive a randomly generated User Number according to some rules. |
| Address/Contact Details | Enter whatever contact details you need to integrate with system communication. For example, to send order confirmations by email, you must provide an email address.<br>If you need to enter custom details or informal notes, use the **Contact Method** field. |

**Step 4**

Click **Save** to save the new party.

# Next Steps

The next step is to configure application access for the user. See:

[Give Log In Access to a Party with a Role](https://rubiconwater.atlassian.net/wiki/spaces/UMNC/pages/1983610907) 

[https://rubiconwater.atlassian.net/wiki/spaces/UMNC/pages/1983807518](https://rubiconwater.atlassian.net/wiki/spaces/UMNC/pages/1983807518) 

---