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Company Role

792 bytes added, 20:26, 18 November 2013
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* as [[UTA]]-specific Company Roles, on the [[UTA_Settings_-_Settings#Level_1_Settings|main Settings page]] of the UTA.
In either location, Company Roles can be given a name, caption, description, display order and color code.<br />
[[Image:NewCompanyRole.png|link=|600px]]
 
[[Custom Fields]] can also be associated with Company Roles. The fields can either be manifested when the company is associated with a [[UTA]] record at {{l1}} or {{l2}}:<br />
[[Image:FieldsonCompanyRoles.jpg|link=|600px]]
 
The roles that can be ascribed to an associated company are defined on the [[UTA Settings - Security|Security settings tab]] of the UTA Settings page. Both the system-wide Company Roles and the UTA-specific Company Roles can be selected here.<br />
[[Image:UTACompanyRoleSettings.jpg|link=|600px]]
 
These roles will then be displayed in the drop-down box when adding a company to the record.<br />
[[Image:AddingCompanyWithRole.jpg|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]]
 
 
{{UnderConstruction}}
[[Category:Roles]]
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