Auto Assignments

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.

NOTE: Auto Assignment between levels can only be used if the Multiple Contact List at Level 2 is not enabled.

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.