Difference between revisions of "Auto Assignments"
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| + | '''Auto Assignments''' allow you to define rules for automatically assigning contacts to Level 1 and Level 2 entities. | ||
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| + | To enable '''Auto Assignment''' select the '''Auto Assign People''' checkbox in the Level 2 Settings section of the Application Configuration page. | ||
| + | * Auto Assignments can then be defined using the '''Auto Assignments''' link on the Settings page. | ||
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Using the '''Auto Assignment''' function, the Owner of a [[Level 1 Entity|Level One]] [[Entity|entity]] can be automatically added to the '''Contacts''' section of the [[Level 1 Entity|Level One]]. | Using the '''Auto Assignment''' function, the Owner of a [[Level 1 Entity|Level One]] [[Entity|entity]] can be automatically added to the '''Contacts''' section of the [[Level 1 Entity|Level One]]. | ||
Revision as of 12:47, 23 July 2009
Auto Assignments allow you to define rules for automatically assigning contacts to Level 1 and Level 2 entities.
To enable Auto Assignment select the Auto Assign People checkbox in the Level 2 Settings section of the Application Configuration page.
- Auto Assignments can then be defined using the Auto Assignments link on the Settings page.
Using the Auto Assignment function, the Owner of a Level One entity can be automatically added to the Contacts section of the Level One.
Impact: This allows additional security permissions in the security matrix, and additional messaging options in workflows that send information based on a UTA role.
