Allowable roles (list)

Click Client administration > Clients. On the Clients list, select and open a client and then click Relationships > Allowable roles.

Roles allow business parties to perform specialized functions in the database. Without the appropriate roles, clients and contacts would not appear in searches when creating relationships.

This form applies to the following party types:

Clients (Company, Trust, Foundation, Fund, Partnership, Individual/Joint)

Contacts (Persons,Organizations)

Business Units

Master Institution

Financial Institutions (Banks, Brokers, Depository, Fund Manager)

Navigating the list

The following tables provide descriptions for the controls in this list. Column positions and headers may have been changed by your system administrator. Columns may have been added to the list or removed.

For more information on custom lists and views see How to manage lists and views.

Actions

Action	Description
Actions	Opens a menu of available commands associated with allowable roles. There may be several dimmed commands in the Actions menu. These commands can be made available by first selecting an item from the list.
Export to excel	Exports the current list to a new Excel document.
Print preview	Opens a Print preview window.
Print	Opens a dialogue box to select print options.
Allowable roles chooser	Opens a form to assign allowable roles to a business party. See Allowable role chooser (form) for more details.
Delete	The Delete command will appear dimmed if an item is not first selected in the list. Delete will remove the selected item from the database.
Properties	The Properties command will appear dimmed if an item is not first selected in the list. Properties will open a window containing the data from the item selected in the list.
Refresh	Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data.
View	Use the menu options to Select or Save a view. You can create more than one layout of the data and these can be set as defaults and/or made available to all users.

Fields

Field	Description
Allowable role	The allowable role assigned to the business party.
Active?	Will show as Yes if this allowable role is currently being used in a relationship for the business party, otherwise No.
Allowable relationship role ID	The Primacy identification code for the relationship category.
Party	The name of the business party.
Record ID	The Primacy record identification number.

Navigating the list

Actions

Fields

See also

Comments