Difference between revisions of "Company Role"
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* as [[UTA]]-specific Company Roles, on the [[UTA_Settings_-_Settings#Level_1_Settings|main Settings page]] of the UTA. | * as [[UTA]]-specific Company Roles, on the [[UTA_Settings_-_Settings#Level_1_Settings|main Settings page]] of the UTA. | ||
| − | In either location, | + | In either location, Company Roles can be given a name, caption, description, display order and color code.<br /> |
[[Image:NewCompanyRole.png|link=|600px]] | [[Image:NewCompanyRole.png|link=|600px]] | ||
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| + | [[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]] | [[Image:FieldsonCompanyRoles.jpg|link=|600px]] | ||
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| + | 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]] | [[Image:UTACompanyRoleSettings.jpg|link=|600px]] | ||
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| + | These roles will then be displayed in the drop-down box when adding a company to the record.<br /> | ||
[[Image:AddingCompanyWithRole.jpg|link=|600px]] | [[Image:AddingCompanyWithRole.jpg|link=|600px]] | ||
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| + | 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]] | [[Image:AccessingRoleField.jpg|link=|600px]] | ||
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[[Category:Roles]] | [[Category:Roles]] | ||
Revision as of 15:26, 18 November 2013
Company Roles are roles played by an organization in relation to its association with a record in a .
For example, if you are tracking grants, organizations can be associated with your grant records as Payee Organizations, Donors, and the like.
Company Roles are defined in two places:
- as system-wide Company Roles, on the Company Roles page in Roles & Permissions
- as UTA-specific Company Roles, on the main Settings page of the UTA.
In either location, Company Roles can be given a name, caption, description, display order and color code.
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 Level 1 or Level 2:
The roles that can be ascribed to an associated company are defined on the Security settings tab of the UTA Settings page. Both the system-wide Company Roles and the UTA-specific Company Roles can be selected here.
These roles will then be displayed in the drop-down box when adding a company to the record.
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.
