Contacts associated with an associated account can be indirectly associated with the Level 1 item. This is controlled through the Security Matrix feature.
==Associating Contacts with the Level 1 Entity==
In this exercise you will create three new [[Role|roles]]; '''Reviewer''', '''Executive In-Charge''', and '''Legal Representative'''. These [[Role|roles]] will not be applied to any contact but only used when associating a contact with a contract.
1. Choose the [[Configuration Menu|Configuration]], [[Role|Roles]] & Permission [[Menu|menu]].
==Contact and Account Filters==2. Click the '''User Roles''' link.
* You can define who can see which contacts and accounts (companies) at Level 1 based on role membership3. 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.[[Image:Filter2.PNG]]* You can now configure visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles. For example if you have a role called "Applicant" you may want the applicant, when viewing the Level 1, to be able to see who is assigned to the case as the "Manager". In this case you would enter Add the following settingsroles:
* If there [[Image:Uta133.png] There is another role called "Evaluator", you may want the contacts assigned no need to the Level 1 set any attributes for these [[Role|roles]] as evaluators to see who is assigned they will only be used to reference contacts with the Level 1 as applicant and as managerUTA. You would create another filter as follows:
* ''Note that because we have not added the "Evaluator" As you save each role to the "Applicant" filter, note the applicant assigned to the Level 1 will not be able to see contacts assigned to the Level 1 as evaluatorsUTA '''Custom Fields''' tab.
[[Image:Uta134.png]]
You use this tab to establish the [[Custom Field|custom fields]] that track the relationship between the person in the role for that Level 1. In this instance custom fields are not required.
* If you do not wish to use tabs to separate contacts or accounts simply delete all tabs listed.
==Associating Contacts with the Level 1 Entity==
In this exercise you will create three new ==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.[[Role|rolesImage:Filter.PNG]]; '''Reviewer'''* 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'''Executive Ins Settings tab -Charge''', and '''Legal Representative'''Settings panel. These [[Role|rolesImage:Filter2.PNG]] will not * You can now configure visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles. For example if you have a role called "Candidate" you may want the candidate, when viewing the Level 1, to be applied able to see who is assigned to any contact but only used when associating a contact with a contractthe case as the "Manager". To accomplish this you would enter the following settings:[[Image:Candidate.PNG]]
* If there is another role called "Evaluator", you may want the contacts assigned to the Level 1as evaluators to see who is assigned to the Level 1 as candidate and as manager. Choose the You would create another filter as follows:[[Configuration Menu|ConfigurationImage:Evaluator.PNG]], [[Role|Roles]] & Permission [[Menu|menu]].
2. Click the * '''User Roles''' linkNote that because we have not added the "Evaluator" role to the "Candidate" filter, the candidate assigned to the Level 1 will not be able to see contacts assigned to the Level 1 as evaluators.
3* The Account filter works in the exact same manner. Add the following roles:
[[Image:Uta133.png]
There is no need to set any attributes for these [[Role|roles]] as they will only be used to reference contacts with the UTA.
As you save each role, note the UTA '''Custom Fields''' tab.
[[Image:Uta134.png]]
You use this tab to establish the [[Custom Field|custom fields]] that track the relationship between the person in the role for that Level 1. In this instance custom fields are not required.
[[Category:Universal Tracking Application]][[Category:Applications]]