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.
• 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