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Contacts associated with an associated account can be indirectly associated with the Level 1 item. This is controlled through the Security Matrix feature.
==Contact and Account Filters==
* You can define who can see which contacts and accounts (companies) at Level 1 based on role membership. To implement these features, navigate to Settings > Application Configuration and within the Security Settings panel, select the check boxes beside Enable UTA Contact Filter and/or Enable UTA Account Filter.
[[Image:Filter.PNG]]
* Once the feature has been enabled for either contacts or accounts, the UTA Contact Filters and/or UTA Account filters hyperlinks are available under the UTA's Settings tab - Settings panel.
* You then have the ability to configure limits based on User Roles and Account Roles as to which Contacts and Accounts are visible to a given user.
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==Tabs for Contact and Account Lists==
*If you associate associated a large number of contacts or accounts (companies) with Level 1 items, you can display different users based on roles on different tabs (and different accounts based on account roles on different tabs).
* You can access the feature within the UTA Settings tab - Contact Tabs and Account Tabs hyperlinks in the Level 1 Settings section.
[[Image:Tabs.PNG]]