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''Company Roles'' are defined in two places:
* as system-wide Company Roles, currently found in on the Company Roles page in [[Roles & Permissions]]
* as [[UTA]]-specific Company Roles, on the [[UTA_Settings_-_Settings#Level_1_Settings|main Settings page]] of the UTA.
{|
|UTA-Specific Company Roles are located here:
|[[Image:UTASpecificCompanyRoleLocation.jpg|link=|600 px]]
|}
In either location, Company Roles can be given a name, caption, description, display order and color code.<br />
[[Image:NewCompanyRole.png|link=|600px]]
[[Custom Fields]] can also be associated with Company Roles. The fields can either be manifested when the company is associated with a [[UTA]] record at {{l1}} or {{l2}}:<br />
[[Image:CompanyCatFieldsFieldsonCompanyRoles.pngjpg|link=|950px600px]]
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.<br />
[[Image:Assignment_Roles_-_Organization.png|link=|600px]]
These roles will then be displayed in the drop-down box when adding a company to the record.<br />
[[Image:Orgs_-_List_of_Company_Roles.png|link=|600px]]
To access the Company Role's custom fields, click on the name of the Company Role on the attached Company record. A pop-up box will be displayed containing the entry fields defined above.<br />
[[Image:AccessingRoleField.jpg|link=|600px]]
==See Also==
