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Auto Assignments

105 bytes added, 16:51, 9 October 2013
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'''Auto Assignments''' allow you to define rules for automatically assigning contacts to Level 1 {{l1}} and Level 2 {{l2}} entities.
To enable '''Auto Assignment''' select the NOTE:'''Auto Assign People''' checkbox in 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 Settings section of the Application Configuration page.* Auto Assignments can then be defined using the is '''Auto Assignmentsnot''' link on the Settings pageenabled.
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]].
'''NOTE:Impact''' Auto Assignment between levels can only be used if : This allows additional security permissions in the Multiple Contact List at Level 2 is '''not''' enabled[[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.
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 ==See Also==*[[Enabling the Security Matrix|security matrixManager Permissions]], and additional messaging options in [[Workflow|workflows]] that send information based on a [[UTA]] [[Role|role]].
[[Category:Universal Tracking Application]][[Category:UTA Settings]]
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