Application Scope Access
The UTA Application Scope Access feature on the Settings page of all Universal Tracking Applications™ allows you to assign a designated role played by a user for a specific branch or company. In other words, you can define implicit permission for a given user to UTA objects without them being explicitly indicated on a record.
In the example below, "Rolf Lathrop" has been assigned as a "Manager" of "Abbeville Womens Equality." Rolf can see all of the Level 1 items belonging to "Abbeville Womens Equality." His access will be restricted by the Security Matrix permissions of the "Manager" role.
Enabling Application Scope Access
- On the Security tab of the UTA Settings Page, select "Enable Application Scope Access."
- Scroll to the bottom of the page and hit "Save".
- Now navigate to the Settings tab of the UTA Settings Page.
- In the first section of the page, click the hyperlink for "Application Scope Access".
When using Application Scope Access - the Lookup for selecting an external company can be restricted by selecting roles in Roles to Restrict Level One Lookup Using Scope Access Settings. This setting applies to the Level 1 standard field Company lookup, the UTA Contacts lookup, and the UTA Companies lookup.
Impact: When enabled, a user in one of the selected roles that clicks the Lookup button will only see the companies that they are associated with in the Application Scope Access list.