There are specific roles in AppColl that must be used depending on the position, actions, and capacities of the person/entity assigned to that role. While permissions can be detailed for every contact, roles provide a baseline assignment for an added contact. To see a list of the most common roles and their functions, click here. 

For every role available in AppColl, a certain selection of fields are available to populate. The table below contains every field available before a role is selected: 

Every role defined below will be based on the table above. For example, since a Client/Solo Inventor does not have a USPTO Reg Number, that field is not available for anyone with that role. Therefore, the table will read “USPTO Reg # - Does Not Contain”. However, there are several fields the Client/Solo Inventor has that that are not included in the baseline table above. For example, a client code is an included field for a Client/ Solo Inventor. Therefore the table will read "Client Code - Contains". Roles are listed below in alphabetical order. 
 

Account Administrator