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Note
titleNote
In some scenarios a user will want to update a Persons Primary Function to Company Administrator, this can be updated via the Primary Function drop-down at the top of the Functions tab. Changing the Primary Function on Persons record to Company Administrator will check the Company Administrator box automatically, however a Person with a different primary function (as shown in the example) can also be designated as a Company Administrator. Also, when a Web User logs into the profile page on e-Business, the user will not see the Company Administrator function listed in the Primary Function drop-down field. If the person's Primary Function is Company Administrator, the user will see the <Select a Function> option in the Primary Job Function menu. The Company Administrator function is not visible on the profile page to prevent Web Users from adding or removing themselves as company administrators. That task is left to internal staff users.

 

Persons Record - Designating a Company Admin

Behind the Scene Details When You Identify a Person as a Company Administrator

When you mark a Person as a Company Administrator and save the record, this triggers an Event Handler on the After Save event for the Persons entity. This Event Handler executes the Create Company Administrator process flow, which performs the following operations:

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