Smartstaff
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The categories shown above define which [[Company Role]]s are available from the dropdown when an [[organization]] is assigned to a record in a given [[UTA]].
==Configuration==
To set the ''Assignment Roles'':
# Click on the {{l1}}, {{l2}} or {{l3}} tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain.
# Click on the hyperlink for '''Standard Fields'''.# Click on the hyperlink ''Organizations'Customer' in '' in the list of standard fields.# Click on In the '''Lookup...Filter '''select the '''Scope''',''' Lookup Categories''' and '' button next to 'Status'Assignment Roles''.# Select the [[Company Role]]s are available from which will be available in the dropdown when assigning a contact.# Click the '''Save''' button for the ''Organizations'' standard field.
