Difference between revisions of "Auto Assignments"
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*[[Manager Permissions]] | *[[Manager Permissions]] | ||
| − | [[Category:Universal Tracking Application]] | + | [[Category:Universal Tracking Application]][[Category:UTA Settings]] |
Latest revision as of 12:51, 9 October 2013
Auto Assignments allow you to define rules for automatically assigning contacts to Level 1 and Level 2 entities.
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.
Enabling Auto Assignment
- On the UTA Settings - General page, select the "Enable Auto Assignments" setting.
- The hyperlink to the Auto Assignments Settings page will appear.
