Creating Company Roles


The application uses Company Roles to associate specific types of work performed on a project with a Company such as sub-contractor, owner, architect, and 3rd party engineers. Company Roles are used to filter Companies when assigning Responsible Parties and to define specific data access and notification rules to specific users.

To view Company Roles:

1. From the Main Menu click Setup and from the submenu, click Application. The Application Setup Directory page opens.
2. In the Security Settings section, click the Company Roles Management link. The Available Company Roles page opens and displays all Company Roles defined in the application.
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