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. | ||
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'''NOTE:''' Auto Assignment between levels can only be used if the Multiple Contact List at Level 2 is '''not''' enabled. | '''NOTE:''' Auto Assignment between levels can only be used if the Multiple Contact List at Level 2 is '''not''' enabled. | ||
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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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| + | ==Enabling Auto Assignment== | ||
| + | * On the [[UTA Settings - General]] page, select the "Enable Auto Assignments" setting. | ||
| + | [[EnableAutoAssignment.png|link=]] | ||
| + | * The hyperlink to the Auto Assignments setting page will appear. | ||
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==See Also== | ==See Also== | ||
Revision as of 11:44, 9 October 2013
Auto Assignments allow you to define rules for automatically assigning contacts to Level 1 and Level 2 entities.
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.
Enabling Auto Assignment
- On the UTA Settings - General page, select the "Enable Auto Assignments" setting.
- The hyperlink to the Auto Assignments setting page will appear.
