Account Assignment Role Settings

From SmartWiki

Account Assignment Role Settings

In a similar manner to the Contact Assignment Role Settings, the Account Assignment Role Settings determine the roles that can be assigned to organisations participating within a Level 1 Entity. For example, a company may play the role of sponsoring organisation in a given Level 1 item.

The number of account roles will depend on the number previously defined in the system.

These Account Roles are created using the Configuration, Roles & Permissions menu, Company Roles settings.

Company roles are only applicable within the Universal Tracking Application and should not be confused with Account Categories – the standard method for categorizing companies.

Enabling Account Assignment Role Settings

1. Choose the roles that you wish to use when assigning an organisation to a Level 1 Entity.

2. Click any of the Save buttons.

Account and Contact Settings

The account and contact settings are used to determine if the Level 1 or Level 2 items should be available in other parts of SmartSimple, or only available within the Universal Tracking Applications.

Enabling Account & Contact Settings

1. Review the settings available and the following settings for your application:

2. Click any of the Save buttons.

Though not applicable in this UTA, many of these options are frequently used in other applications that are created.

Publication Service Settings

This feature is only used in specific settings, such as research and innovation management.