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;Role & Category Settings
: '''[[Roles|User RolesRole]]s''' - 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 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.
