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The Manage Account Structures option allows
Administrators to create new account structures used by
webTA. Account structures may also be modified provided
there are no accounts in the system using that structure.
This option also provides the ability to add, remove, and
edit available values for account fields. Account fields
that are provided with available values appear as drop
down inputs when creating accounts. Finally there is the
ability to define cross-field validation rules that
enforce the relationships of account field values amongst
themselves.
The Manage Account Structures page provides a list
of all the account structures available to the system
along with a radio select button for performing certain
structure specific actions.
Edit
Edit the selected account structure. It is here where the
available account filed values may be edited.
Clone Structure Only
Creates a copy of the selected account structure and directs
the user to the Edit Account Structure page. The new
account structure will not be available until it is saved.
Other components such as Account Field Values and Cross-Field
Validation Rules not not copied with this function.
Clone All Components
Creates a copy of the selected account structure and directs
the user to the Edit Account Structure page. The new
account structure will not be available until it is saved.
With this function any Account Field Values and Cross-Field
Validation Rules are made available to the new structure.
Delete
Deletes the selected account structure if there are no associated
accounts.
Validation
Directs the user to the Edit Account Field Validations
page. From here the user may manage the cross-field validation
rules for the select account structure.
New Structure
Allows the user to create a new account structure.
Return
Return the Administrator Main Menu.
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