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: '''[[Roles|User Roles]]''' - Use roles to control the menu, [[portal]], [[reports]] and fields associated with a specific group of [[user]]s or [[contact]]s. Roles also control field [[visibility]] and the types of contacts a user in a specific role can add to the system.
: '''Company Roles''' - 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.
: '''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.
