A user and company type is a label you can add to companies, members, leads, and contacts to classify how they use your spaces and services. When you add events, email campaigns, or announcements, the user and company types can be used to tailor the audience and recipients. Kube also includes user and company type statistics on dashboards.
Kube comes with preset user and company types that you can edit. When you edit a preset user and company type, Kube shows the original name in parentheses next to the edited name.
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
NOTES:
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
You cannot edit the Internal user and company type, and you cannot deactivate a user and company type that is assigned to an active company, member, lead, or contact.
To add a user and company type
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Custom Fields in the side menu and then the CRM tab.
The User & Company Types options appear.
Click the Add button.
In the User & Company Type Name field, enter the user and company type name.
Click Save.
TIP: The next step in the Kube system setup process is to add majors and minors. For more information, see Adding a major and minor category.