Difference between revisions of "Organization Assignment Role Settings"

Revision as of 17:10, 15 December 2014

Assignment Roles are set as a property of the Organizations standard field.

The categories shown above define which Company Roles are available from the dropdown when an organization is assigned to a record in a given UTA.

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 [[Image:Assignment_Roles_-_Organization.png |link=]]
-'''Organization Assignment Role Settings''' are a setting on the [[UTA_Settings_-_Security|Security tab]] of the [[UTA Settings Page]].
+''Assignment Roles'' are set as a property of the ''Organizations'' [[standard field]].
-The categories shown above:
+The categories shown above define which [[Company Role]]s are available from the dropdown when an [[organization]] is assigned to a record in a given [[UTA]].
-*are added to this setting using the {{LookupButton}} button; and
-*define which [[Client Categories|categories]] are available from the dropdown when an [[organization]] is assigned to a record in a given [[UTA]].
 [[Image:AllowedCategories.png|link=]]