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* A given contact could be an '''Evaluator''' for one Level 1 item and a '''Manager''' for a different Level 1 item.
* If the contact is both a '''Manager''' and '''Evaluator''' for the same Level 1 entity they can be assigned to the Level 1 twice: once as '''Manager''' and once as '''Evaluator'''.
This feature is further extended providing the ability to define [[Custom Field|custom fields]] used to describe the interaction between the person and their engagement in the [[Level 1 Entity]].
* For example, if the [[Level 1 Entity]] is a '''Research Project''' and you anticipate there being different '''Managers''' being responsible over time, you could create custom fields on the '''Manager''' [[role]] to track their respective start and end dates along with other information.
The fields that are visible in the '''Contacts''' section can be controlled using the '''Contact List View''' hyperlink on the UTA Settings page in the Level 1 settings section.
* On the image above the fields in the list view are '''Index''', '''First Name''', '''Last Name''' and '''Role'''
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]].
When you add the Accounts field to the [[Level 1 Entity]] it will display as a section in the [[Level 1 Entity]]:[[Image:Account.PNG]]
Just as with contacts, when accounts are assigned to the Level 1 entity you can select a [[Role]] to describe that account's engagement with the [[Level 1 Entity]]. You must first define '''Company Roles''' as explained [[#Defining Which Roles are Available in the UTA|below]].
Any contacts that are associated with that account (as defined <u>outside</u> of the UTA) can thus be indirectly associated with the Level 1 item via the '''Accounts''' field.
==The Company (or Branch) Field==