Organization Assignment Role Settings

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Assignment Roles - Organization.png

Assignment Roles are set as a property of the Organizations standard field.

The categories shown above define which Company Roles are available from the dropdown when an organization is assigned to a record in a given UTA.

Orgs - List of Company Roles.png

Configuration

To set the Assignment Roles:

  1. Click the Settings tab on the Universal Tracking Application™ menu bar.
  2. Click on the Level 1, Level 2 or Level 3 tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain.
  3. Click on the hyperlink for Standard Fields.
  4. Click on the hyperlink Organizations in the list of standard fields.
  5. Click on the Lookup... button next to Assignment Roles.
  6. Select the Company Roles are available from the dropdown when assigning a contact.
  7. Click the Save button for the Organizations standard field.


See Also