Configuring UTA Provider/Receiver (Consumer) Relationships

In the Provider:

1. Go to UTA Settings

2. Application Configuration

3. Application Settings

4. Enable UTA Connection as Provider - UTAs can be linked to Other UTA for security.

In the Consumer/Receiver UTA:

1. Go to UTA Settings

2. Enable UTA Connection as Consumer…

3. Enable the Standard Field UTA Providers

4. Go back to the Provider UTA, to the Settings page, under Level 1 settings go to UTA Connection Settings and link the consumer UTA to the provider UTA based upon the status(es), template(s) and the ID field required (this will probably be the Level 1 name of the Provider UTA).

5. In the Consumer UTA, go to a Level 1 Entity, and you should have a section below Contacts where you can select a Level 1 from the Provider UTA.