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 {{l1}} based on role membership. To implement these features, navigate to Settings | + | *You can define who can see which contacts and accounts (companies) at {{l1}} based on role membership. To implement these features, navigate to the [[UTA Settings Page|Settings tab]], choose the [[UTA Settings - Security|Security tab]] 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 | + | * 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 Settings - Settings|main Settings page]]. |
* You can configure visibility of the contacts/accounts associated with a {{l1}} based on User Roles and Account Roles. | * You can configure visibility of the contacts/accounts associated with a {{l1}} based on User Roles and Account Roles. | ||
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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]] | + | [[Category:Universal Tracking Application]][[Category:Security]] |
Latest revision as of 09:18, 23 July 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 the Settings tab, choose the Security tab 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 main Settings page.
- 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
