Difference between revisions of "UTA Account Filters"
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===[[Relating Contacts and Accounts to the Universal Tracking Application#UTA Contact Filters and UTA Account Filters|Level 1: UTA Contact Filters and UTA Account Filters]]=== | ===[[Relating Contacts and Accounts to the Universal Tracking Application#UTA Contact Filters and UTA Account Filters|Level 1: UTA Contact Filters and UTA Account Filters]]=== | ||
| − | *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 Enable UTA Account Filter. | + | *You can define who can see which contacts and accounts (companies) at Level 1 based on [[Role|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 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. | + | * 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 configure visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles. | + | * You can configure visibility of the contacts/accounts associated with a Level 1 based on [[User]] [[Role|Roles]] and Account [[Role|Roles]]. |
For more information: [[Relating Contacts and Accounts to the Universal Tracking Application#UTA Contact Filters and UTA Account Filters|UTA Contact Filters and UTA Account Filters]] | For more information: [[Relating Contacts and Accounts to the Universal Tracking Application#UTA Contact Filters and UTA Account Filters|UTA Contact Filters and UTA Account Filters]] | ||
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| + | [[Category:Universal Tracking Application]] | ||
Revision as of 13:28, 11 May 2009
Level 1: UTA Contact Filters and UTA Account Filters
- 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 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 configure visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles.
For more information: UTA Contact Filters and UTA Account Filters
