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→Configure Consumer UTA Connection roles
==Configure Consumer UTA Connection roles==
You can also define a Role for Consumer/Provider relationships, including the ability to have role base custom fields to track attributes of the association between specific consumer and provider records. You can then use these roles when adding a UTA Provider to a Level 1 record. 1. Click on the Settings tab in the consumer UTA. 2. Click on the General tab. 3. Scroll down to the Connectivity Settings section. 4. Click on the UTA Connection Roles link. [[Image:Provider8.png]] 5. In You will be taken to the UTA Connection Roles page. [[Image:Provider9.png]] 6. Click '''ConsumerNew - UTA Connection Roles''' UTA, go to begin adding a new role. [[Level 1 EntityImage:Provider10.png]] 7. Enter appropriate details in the available fields and click Save. [[Image:Provider11.png]] 8. The Connection role will now be listed on the left hand panel with 2 buttons available to allow the creation of [[custom fields]], specific to the association of the Provider and you should have a section below '''Contacts''' where you can select a Consumer: [[Image:Provider12.png]] * L1-L1 Fields: custom fields accessible from the association of Level 1 provider records with Level 1 from consumer records. * L1-L2 Fields: custom fields accessible form the '''Provider''' UTAassociation of Level 1 provider records with Level 2 consumer records.
==Configure Consumer UTA display settings==