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Order of operation and Notes.

Because of the way records depend on each other, some records must be created before others. An understanding of this is needed so that records are created in the correct order
  1. Accounatablity records are used to group companies together for uniform management and filtering as well as accountability reporting.
    • Accountability records can't be setup in portal, nor can any adjustment to them be made in portal other than assigning new companies to them.
  2. Company records are the main records.
    • These can be attached to an accountability group but this is not required.
    • For a company to be useful beyond contact info, there must be a company owner specified (see contact records)
  3. Contact records are dependent on company records and / or accountability records.
    • There can be multiple contact records assosiated with a single company.
    • One (no more, no less) contacts must be spacified as company owner. This contact will be the one responcible to pay the bills for the company.
    • All other contacts will be, device contacts.
    • For data integrity these records have constraints on email (required) and mobile phone number (optional) to keep them unique. If a separate contact is needed for some reason but there is not a unique email or mobile phone number, you may use none@none.com for the email and the mobile phone number is not required.
    • Also contact records can be linked to multiple companies. Note: This can not be done in the portal.
    • Lastly, contact records can also be assosiated with accountability records. Note: This can not be done in the portal.
  4. Device records are dependent on a company record and must be assigned to a contact record.
    • Multiple devices can be assigned to the same contact record.
    • Each device must have a unique filter username the must begin with the username of the contact to which it is assigned.

Note: In portal you only have access to companies you are assosiated with. If you are a company contact you will only have access to the company/ies you are a contact for. If you are an accountability contact you will have access to all companies in your accountability group.

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