Difference between revisions of "Company Role"

Revision as of 17:21, 15 December 2014

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.

System-Wide Company Roles are located here:

UTA-Specific Company Roles are located here:

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 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.

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.

See Also

• Web Page View Field Variables (for instructions on referencing Company Role-based custom fields as variables)
• Organization Assignment Role Settings