Business: Difference between revisions
No edit summary |
No edit summary |
||
| Line 20: | Line 20: | ||
== Security == | == Security == | ||
Separate permissions can be set for each business. If not set, the business inherits its permissions from the subscription. | Separate [[Permission|permissions]] can be set for each business. If not set, the business inherits its permissions from the subscription. | ||
== Deletion == | == Deletion == | ||
Revision as of 15:58, 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.