Changes

Jump to: navigation, search

Roles & Permissions

34 bytes added, 19:18, 19 September 2013
no edit summary
: '''[[Company Role]]s''' - These roles are only applicable within the [[UTA|Universal Tracking application]] to define the the types of relationships between [[Company|companies]] and [[Level 1 Entity|Level 1 entities]].
: '''[[Client Categories|Organization Categories]]''' - Use this feature to create [[categories]] for companies, control [[visibility]] to companies in a specific category and define [[custom fields]] for each category.
: '''[[Creating People Relationships|People Relationships]]''' - Only applicable if you are using the [[Creating People Relationships|People relationship feature]] and used to define relationships types can be established in that feature.
: '''[[User Groups]]''' - Use this feature to create groups of users which will assist with searching and filtering similar users in the system.
8,849
edits

Navigation menu