Difference between revisions of "Auto Assignments"
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'''Auto Assignments''' allow you to define rules for automatically assigning contacts to Level 1 and Level 2 entities. | '''Auto Assignments''' allow you to define rules for automatically assigning contacts to Level 1 and Level 2 entities. | ||
| − | To enable '''Auto Assignment''' | + | To enable '''Auto Assignment''' click into the '''Auto Assignments''' link at the top of the Settings page. |
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Revision as of 18:09, 18 November 2011
Auto Assignments allow you to define rules for automatically assigning contacts to Level 1 and Level 2 entities.
To enable Auto Assignment click into the Auto Assignments link at the top of the Settings page.
NOTE: Auto Assignment between levels can only be used if the Multiple Contact List at Level 2 is not enabled.
Using the Auto Assignment function, the Owner of a Level One entity can be automatically added to the Contacts section of the Level One.
Impact: This allows additional security permissions in the Security Matrix, and additional messaging options in workflows that send information based on a UTA role.
