Smartstaff, administrator
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* '''Create''' - If you wish to create new record, then enable the Create check box. If you do not enable this check box and new records are located in the upload file they will be rejected.
* '''Account''' – determines where in the organisational hierarchy new records should be added.
* '''Role''' – determines the organisational category a user role that you wish to be associated with the new records.If you wish to have multiple roles associated with a user then you will need to trigger a workflow against each record (see below for further details).
* '''Trigger Workflow''' – drop-down list that of all workflows related to the '''Record Type'''. It defaults to N/A.
* ''' Trigger On All Records ''' - check-box that is populated is users wants to have a workflow execute against all records, whether new records or updated records. This can be used to activate users with multiple roles and to e-mail a password to newly created contacts automatically.