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Contact Assignment Role Settings

556 bytes added, 21:07, 15 December 2014
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[[Image:ContactAssignmentRoleSettingsAssignment_Roles_-_Contact.png|link=]]
'''Contact Assignment Role Settings'Roles'' are set as a setting on the [[UTA_Settings_-_Security|Security tab]] property of the ''Contacts'' [[UTA Settings Pagestandard field]].
The roles shown above:*are added to this setting using the {{LookupButton}} button; and*define which [[UTA role]]s are available from the dropdown when a [[contact]] is assigned to a record in a given [[UTA]]. [[Image:Contact_-_List_of_UTA_Roles.png|link=]] ==Configuration== To set the ''Assignment Roles'':# Click the ''Settings'' tab on the {{UTA}} menu bar.# Click on the {{l1}}, {{l2}} or {{l3}} tab, depending on the level upon which the Contact field is whose roles you wish to constrain.# Click on the hyperlink for ''Standard Fields''.# Click on the hyperlink ''Contacts'' in the list of standard fields.# Click on the ''Lookup...'' button next to ''Assignment Roles''.# Select the [[UTA role]]s are available from the dropdown when assigning a contact.# Click the ''Save'' button for the ''Contacts'' standard field.
[[Image:UTARoles.png|link=]]
==See Also==
* [[UTA Roles]]
* [[Organization Assignment Role Settings]]
* [[UTA Settings - Security]]
[[Category:UTA Settings]][[Category:RolesSecurity]]
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