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==The Owner Field==
Standard The standard UTA Level 1 field '''Owner''' is used to establish a '''direct relationship''' between a single [[Internal|internal]] person and the Level 1 item. When you add the '''Owner''' field to the [[Level 1 Entity]] it will be displayed as a combo box defaulting to the current [[User|user]], but the selected contact can be changed to any [[Internal|internal]] person.
The Owner Field can also be configured to allow external owners, as well as internal. This can be enabled in the UTA Application Configuration section, in the Level 1 settings section.
==The Contacts Field==
Standard The standard UTA Level 1 field '''Contacts''' is used to establish a direct relationship between multiple people to the same [[Level 1 Entity]]. When you add the '''Contacts''' field to the [[Level 1 Entity]] it will display as a section in the [[Level 1 Entity]].
This section will display a set of fields in a list view. You control the [[Role|roles]] that can be selected to describe the contact’s engagement with the [[Level 1 Entity]]. For example, the same contact could be a reviewer in one Level 1 item and a principal researcher in a different Level 1 item. Of if the contact is both a principal researcher '''and'' the project manager for the same Level 1 entity they can be assigned to the Level 1 twice: once as principal researcher and once as project manager.
==The Accounts Field==
The Standard UTA Level 1 field '''Accounts''' is used to establish a '''direct relationship''' between multiple accounts (or companies) to the same [[Level 1 Entity]]. Contacts associated with an account can thus be indirectly associated with the Level 1 item via the Account field.  When you add the Accounts field to the [[Level 1 Entity]] it will display as a section in the [[Level 1 Entity]].
This section will display a set of fields in a list view. You establish and control a set of “company roles” that can be selected. As with the contact fields, you can define [[Custom Field|custom fields]] that describe the interaction between the organisation and their engagement in the [[Level 1 Entity]].
Using the previous example, if the [[Level 1 Entity]] is a “project” and you need multiple project partners (companies), then you would use the '''Accounts''' feature to track the accounts and specific information about their engagement.
 
Contacts associated with an account can be indirectly associated with the Level 1 item via the Account field.
''The fields that are visible in the Accounts section can be controlled using the '''Account List View''' on the UTA Settings page in the Level 1 settings section''
==The Company (or Branch) Field==
If this field is added to the Level 1 it will be displayed as a pull-down menu of all the internal sub-companies/branches under the parent company/branch.
==Creating Roles to be Used in the UTA==
 
===Contact Roles===
The [[Role|roles]] that have already been set-up within [[SmartSimple]] for the users of the system can be used, or you can create new roles as follows:
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