Organization


 

Create an Employee Flag

Overview

This article will show you how to create a flag.

Instructions

  1. Navigate to Configuration > Organization > Account Flags
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  2. Select the Create Flag button
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  3. Complete onscreen fields
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    • Name: Title of your flag
    • Description: Short description of what your flag is about; recommended not to exceed 250 characters
    • Color: Color designated for flag
    • Prevent Access: Determine if this flag limits the user's access
    • Tax Exempt: Users/accounts with this flag will not have any tax assessed
  4. Select Save New Flag
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