Changes

# Click the '''User Roles''' link.

# Add the roles you wish to be available when assigning contacts to Level 1 entities in the UTA

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.

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 associate a large number of contacts or accounts (companies) with Level 1 items, you can display different users based on roles on different tabs (and different accounts based on account roles on different tabs).

* You can access the feature within the UTA Settings tab - Contact Tabs and Account Tabs hyperlinks in the Level 1 Settings section.

* You can create as many tabs as required, and associate as many roles with each tab as desired. Tabs can also be deleted through the same screen.

* If you do not add the '''Everyone''' to one of the tabs that you create the system will automatically display a tab called '''Everyone''' which will include all contacts (or accounts) with roles not defined for another tab.

* 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.

* 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.

* 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:

* If there is another role called "Evaluator", you may want the contacts assigned to the Level 1 as evaluators to see who is assigned to the Level 1 as candidate and as manager. You would create another filter as follows:

* To access this feature, click on the Contact Restrictions hyperlink on the UTA Settings tab.

* You can restrict the number of contacts belonging to a given role that can be associated with a Level 1 record:

* Similarly you can restrict the number of times a given contact can be associated with a Level 1 record.

* Using the following will ensure each contact can only be assigned to the Level 1 record once: