Difference between revisions of "Auto Assignments"
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'''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]]. | '''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]]. | ||
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| + | ==See Also== | ||
| + | *[[Manager Permissions]] | ||
[[Category:Universal Tracking Application]] | [[Category:Universal Tracking Application]] | ||
Revision as of 11:33, 17 June 2013
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.
