Business: Difference between revisions
(Created page with "In ContactsLaw, a <strong>business</strong> 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. == Owned Items == The following items can only be created at the business level: * Workgroup * Accounting:Chart Of Accounts|Ch...") |
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Every subscription contains at least one business, known as the ''primary business''. Additional businesses can be created at any time. | 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 associated entity ''[[contact]]'' that contains the business details. | |||
* A ''short code'' used to access the business in the [[Web App]]. | |||
* ''[[Document|Documents]]'', such as a logo image, which can be used in [[Documents:Create|document production]]. | |||
== Owned Items == | == Owned Items == | ||
| Line 12: | Line 18: | ||
* [[Policy|Policies]] | * [[Policy|Policies]] | ||
* [[Setting|Settings]] | * [[Setting|Settings]] | ||
== 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. | |||
[[Category:Key Terms]] | [[Category:Key Terms]] | ||
Revision as of 15:44, 28 April 2023
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 associated 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.