UTA role

UTA Roles are roles that can be assigned to contacts when they are assigned to a record in a UTA.

In the example above, Teresa Clarke is assigned to this specific record in the UTA Role of "Manager."

Teresa's contact profile need not have been assigned the role of "Manager" in order for her to play the role of a Manager in the context of this specific UTA record.

UTA Roles can be used to manage permissions for visibility and editorship of specific records, by using the "Assigned" feature of the Security Matrix.

Roles can be

The roles that are available in the dropdown list upon assigning a contact to a record are defined in the Contact Assignment Role Settings section of the Security tab of the UTA Settings Page.

See Also

• UTA Roles for Field Access instead of System Roles
• Security Matrix
• UTA Contact Filters