UTA Settings - Miscellaneous
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Revision as of 16:09, 27 June 2013 by Arthur Lathrop (talk | contribs) (Created page with ':{{UTASettingsTabs}} The Miscellaneous Settings page of the UTA consists of several sections. __TOC__ ==Account & Contact Settings== [[Image:MiscSettings-AccountandContactSett…')
The Miscellaneous Settings page of the UTA consists of several sections.
Contents
Account & Contact Settings
- When transaction types are added to this section using the button, a user will be able to associate transactions of this type to a Level 1 record.
- Transaction types can then be excluded from specific Level 1 Templates by editing the template > clicking on the View Status button and selecting the transaction type in the "Disabled Transaction Type" section.
Workflow and Calendar Field Settings
- When roles are added to this section using the button, a user will only be able to access transactions associated to a Level 1 record if they are in one of the assigned roles.
Publication Service Settings
- When transactions are added to this section using the button, a user will be able to associate transactions of this type to a Level 2 record.
- Transaction types can then be excluded from specific Level 2 Types by editing the type and selecting the transaction type in the "Disabled Transaction Types" section.