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→Contact and Account Filters
==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.
:[[Image:Filter.PNG]]
* Once the feature has been enabled for either contacts or accounts, the UTA Contact Filters and/or UTA Account filters Filters hyperlinks are available under on the UTA's Settings tab page- 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 "Candidate" you may want the candidate, when viewing the Level 1, to be able to see who is assigned to the case as the "Manager". To accomplish this you would enter the following settings:
* The Account filter works in the exact same manner.
==Contact Restrictions==