Changes

Company Role

12 bytes added, 12:55, 12 April 2017
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''Company Roles'' are defined in two places:
* as system-wide Company Roles, on the currently found in 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.
In either location, Company Roles can be given a name, caption, description, display order and color code.<br />
[[Image:NewCompanyCat1.png|link=|850px950px]]
[[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:CompanyCatFields.png|link=|600px950px]]
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 />
Smartstaff, administrator
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