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Organization Assignment Role Settings

618 bytes added, 21:14, 15 December 2014
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[[Image:Orgs_-_List_of_Company_Roles.png|link=]]
 
==Configuration==
 
To set the ''Assignment Roles'':
# Click the ''Settings'' tab on the {{UTA}} menu bar.
# Click on the {{l1}}, {{l2}} or {{l3}} tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain.
# Click on the hyperlink for ''Standard Fields''.
# Click on the hyperlink ''Organizations'' in the list of standard fields.
# Click on the ''Lookup...'' button next to ''Assignment Roles''.
# Select the [[Company Role]]s are available from the dropdown when assigning a contact.
# Click the ''Save'' button for the ''Organizations'' standard field.
 
==See Also==
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