Changes

* as system-wide Company Roles, on the Company Roles page in [[Roles & Permissions]]

* as [[UTA]]-specific Company Roles, on the [[UTA_Settings_-_Settings#Level_1_Settings|main Settings page]] of the UTA.

The roles that can be ascribed to an associated company are set as a property of the ''Organizations'' [[standard field]]. Both the system-wide Company Roles and the UTA-specific Company Roles can be selected here.<br />

[[Image:Assignment_Roles_-_Organization.png|link=|600px]]

These roles will then be displayed in the drop-down box when adding a company to the record.<br />

[[Image:Orgs_-_List_of_Company_Roles.png|link=|600px]]

To access the Company Role's custom fields, click on the name of the Company Role on the attached Company record. A pop-up box will be displayed containing the entry fields defined above.<br />

[[Image:AccessingRoleField.jpg|link=|600px]]

==See Also==