Changes

Jump to: navigation, search
no edit summary
The '''Owner''', '''Contacts''', '''Person''' and '''Accounts''' fields at Level 1 are all used to control
access levels within the UTA if the [[Enabling the Security Matrix|Security Matrix]] is enabled
* '''IMPORTANT: It is not yet possible to refer to contacts that are assigned by role at Level 2 on Web Page Views or in other Custom Fields.'''
'''Note''': If you have enabled the [[Enabling the Security Matrix|Security Matrix]] and are using the UTA Role
assignments for the matrix instead of the System Role assignments:
It is the role that a contact is given at '''Level 1''' that determines their
access as defined in the [[Enabling the Security Matrix|Security Matrix]]. <u>Not</u> the role they are given if
they are assigned at Level 2.
=Custom Fields=
In addition to the standard contact and account fields described above, you can create additional [[Custom Fields]] to store contacts and accounts related to a case.<br>
The contacts or accounts stored in [[Custom Fields]] cannot be used to provide permissions if you are using the [[Enabling the Security Matrix|Security Matrix]], cannot be assigned to roles, nor are they related in any way to the Contact Filter or Contact Restriction features described above.
These fields are:
=See Also=
* [[Auto Assignments]]
* [[Security Matrix]]
* [[Disable Default Assign]]
* [[Filter Person Based on Customer]]
[[Category:Universal Tracking Application]][[Category:Applications]]
0
edits

Navigation menu