Difference between revisions of "Organization Assignment Role Settings"

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(See Also)
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==See Also==
 
==See Also==
 +
* [[Company Roles]]
 
* [[Client Categories|Categories]]
 
* [[Client Categories|Categories]]
 
* [[Contact Assignment Role Settings]]
 
* [[Contact Assignment Role Settings]]

Revision as of 17:10, 15 December 2014

Assignment Roles - Organization.png

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.

AllowedCategories.png

See Also