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* 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.
[[Image:NewCompanyRolesLV.png|link=|950px]]
In either location, Company Roles can be given a name, caption, description, display order and color code.<br />
[[Image:NewCompanyRoleNewCompanyRoles.png|link=|950px]] [[Custom Fields]] can also be associated with Company Roles based on whether the company is associated with a [[UTA]] record at {{l1}} or {{l2}}:<br />[[Image:CompanyCustomFields1.png|link=|950px]] 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:AddingCompanyWithRoleOrgs_-_List_of_Company_Roles.jpgpng|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==
* [[Web_Page_View_Field_Variables#To_display_Level_1_Company_Role_or_Contact_Role_custom_fields|Web Page View Field Variables]] (for instructions on referencing Company Role-based custom fields as variables)
* [[Organization Assignment Role Settings]]
[[Category:Roles]]