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UTA Account Filters

96 bytes added, 17:28, 11 May 2009
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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]]===
*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.* 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]]
 
[[Category:Universal Tracking Application]]
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