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Auto Assignments

544 bytes added, 16:51, 9 October 2013
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'''Auto Assignments''' allow you to define rules for automatically assigning contacts to {{l1}} and {{l2}} entities.
 
'''NOTE:''' Auto Assignment between levels can only be used if the [[Relating_Contacts_and_Accounts_to_the_Universal_Tracking_Application#Multiple_Contact_List|Multiple Contact List]] at Level 2 is '''not''' enabled.
 
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 [[Enabling the Security Matrix|security matrix]], and additional messaging options in [[Workflow|workflows]] that send information based on a [[UTA]] [[Role|role]].  ==Enabling Auto Assignment==* On the [[UTA Settings - General]] page, select the "Enable Auto Assignments" setting.[[Image:EnableAutoAssignment.png|link=]]* The hyperlink to the Auto Assignments Settings page will appear.   ==See Also==*[[Manager Permissions]]
[[Category:System Management]][[Category:Universal Tracking Application]][[Category:EnhancementsUTA Settings]]
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