Auto Assignments

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Auto Assignments allow you to define rules for automatically assigning contacts to Level 1 and Level 2 entities.

NOTE: Auto Assignment between levels can only be used if the Multiple Contact List at Level 2 is not enabled.

Using the Auto Assignment function, the Owner of a Level One entity can be automatically added to the Contacts section of the Level One.

Impact: This allows additional security permissions in the Security Matrix, and additional messaging options in workflows that send information based on a UTA role.

Enabling Auto Assignment


  • The hyperlink to the Auto Assignments Settings page will appear.

See Also