Page Comparison

A "Division" effectively works as a separate entity (linked to a contact record) in the Actionstep system. It creates a clear separation of records – although these can be viewed as a whole given the correct permission sets.
Divisions give the ability for a sub-set of users to use the same processes, branding, email account while running individual sets of accounts.
Some of the properties of a division include:

• Each action is tagged to a division.

• Permissions can be set using divisions as a restriction.

• A division will hold its own accounting transactions – requires separate entities.

• From the top level division this gives the ability to see everything happening in the system.

• Email is set at a global level – cannot have a different email address in each division.

• Shared Action types.

• Shared contacts lists – where elected.

• Division specific logo – for use in documents.