Changes

Auto Assignments

111 bytes added, 16:44, 9 October 2013

no edit summary

'''Auto Assignments''' allow you to define rules for automatically assigning contacts to Level 1 and Level 2 entities.

 

To enable '''Auto Assignment''' click into the '''Auto Assignments''' link at the top of the Settings page.

 

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

'''Impact''': This allows additional security permissions in the [[Security Matrix]], and additional messaging options in [[Workflow|workflows]] that send information based on a [[UTA]] [[Role|role]].

 

==Enabling Auto Assignment==

* On the [[UTA Settings - General]] page, select the "Enable Auto Assignments" setting.

[[EnableAutoAssignment.png|link=]]

* The hyperlink to the Auto Assignments setting page will appear.

 

 

==See Also==

• ← Older edit
• Newer edit →

Arthur Lathrop

8,849

edits