Organization Assignment Role Settings

Assignment Roles are set as a property of the Organizations standard field.

The categories shown above define which Company Roles are available from the dropdown when an organization is assigned to a record in a given UTA.

Configuration - Essential

To set the Assignment Roles:

1. Click the Settings tab on the menu bar.
2. Click on the Level 1, Level 2 or Level 3 tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain.
3. Click on the hyperlink for Standard Fields.
4. Click on the hyperlink Customer in the list of standard fields.
5. In the Lookup Filter select the Scope, Lookup Categories and Status which will be available in the assigning a contact.
6. Click the Save button for the Organizations standard field.

See Also

• Company Roles
• Categories
• Contact Assignment Role Settings
• UTA Settings - Security