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.
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.