Difference between revisions of "Auto Assignments"
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Using the '''Auto Assignment''' function, the Owner of a [[Level 1 Entity|Level One]] [[Entity|entity]] can be automatically added to the '''Contacts''' section of the [[Level 1 Entity|Level One]]. | Using the '''Auto Assignment''' function, the Owner of a [[Level 1 Entity|Level One]] [[Entity|entity]] can be automatically added to the '''Contacts''' section of the [[Level 1 Entity|Level One]]. | ||
| − | '''Impact''': This allows additional security permissions in the [[ | + | '''Impact''': This allows additional security permissions in the [[Security Matrix]], and additional messaging options in [[Workflow|workflows]] that send information based on a [[UTA]] [[Role|role]]. |
[[Category:Universal Tracking Application]] | [[Category:Universal Tracking Application]] | ||
Revision as of 16:30, 14 May 2010
Auto Assignments allow you to define rules for automatically assigning contacts to Level 1 and Level 2 entities.
To enable Auto Assignment select the Auto Assign People checkbox in the Level 2 Settings section of the Application Configuration page.
- Auto Assignments can then be defined using the Auto Assignments link on 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.
