Business: Difference between revisions
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* An entity [[contact|'''contact''']] that contains the business details | * An entity [[contact|'''contact''']] that contains the business details | ||
* A '''short code''' used to access the business in the [[Web App]] | * A '''short code''' used to access the business in the [[Web App]] | ||
* [[Document|'''Documents''']], such as a logo image, which can be used in [[ | * [[Document|'''Documents''']], such as a logo image, which can be used in [[Create Document|document production]] | ||
== Owned Items == | == Owned Items == | ||
The following items can only be created at the business level: | The following items can only be created at the business level: | ||
* [[Workgroup]] | * [[Workgroup|Workgroups]] | ||
* [[ | * [[Chart Of Accounts|Chart of accounts]] | ||
The following items can be created at the business level, as well as other levels: | The following items can be created at the business level, as well as other levels: | ||
* [[Disbursement Type|Disbursement types]] | |||
* [[Business:Policy|Policies]] | * [[Business:Policy|Policies]] | ||
* [[Business:Setting|Settings]] | * [[Business:Setting|Settings]] | ||
| Line 26: | Line 26: | ||
[[Category:Key Terms]] | [[Category:Key Terms]] | ||
[[Category:Businesses]] | |||
Latest revision as of 14:42, 13 January 2025
In ContactsLaw, a business refers to the organisational unit immediately below a subscription. It represents a law firm or some associated business, such as a trust or subsidiary.
Every subscription contains at least one business, known as the primary business. Additional businesses can be created at any time.
Properties
A business has the following properties:
- An entity contact that contains the business details
- A short code used to access the business in the Web App
- Documents, such as a logo image, which can be used in document production
Owned Items
The following items can only be created at the business level:
The following items can be created at the business level, as well as other levels:
Security
Separate permissions can be set for each business. If not set, the business inherits its permissions from the subscription.
Deletion
A business that was created accidentally can be deleted at any time. A business cannot be deleted once any substantial work has been performed within it.