Difference between revisions of "UTA Contact 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 | + | *You can define who can see which contacts and accounts (companies) at {{l1}} 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. | * 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 | + | * You can configure visibility of the contacts/accounts associated with a {{l1}} based on User Roles and Account 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]] | ||
+ | |||
+ | [[Category:Universal Tracking Application]] |
Revision as of 10:49, 24 June 2013
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