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At the [[Level 1 Entity]] you are able to establish two types of “direct” relationship and one type of “indirect” relationship.
==The Owner Field==
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 Contact Field==
For example, if the [[Level 1 Entity]] is a “research project” and you anticipate multiple project leaders over time, you would be better to use the contacts section as you could then track the start and end dates along with other information. If you use the '''Owner''' field you would not be able to track information around the individual project manager’s engagement with the project.
==The Accounts Field==
Contacts associated with an associated account can be indirectly associated with the Level 1 item. This is controlled through the Security Matrix feature.
==Tabs for Contact and Account Lists==
*If you associated associate a large number of contacts or accounts 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]]