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→Defining Which Roles are Available in the UTA
To select which Roles will be available when adding '''Contacts''' to a Level 1 record, go to the Application Configuration Page of the Security Config tab in UTASettings. In the '''Contact Assignment Role Settings''' section select the check boxes next to the [[Role|roles]] you wish to be available.
To select which Roles will be available when adding '''Accounts''' to a Level 1 record, go to the Application Configuration Page of the Security Config tab in UTASettings. In the '''Account Assignment Role Settings''' section select the check boxes next to the [[Role|roles]] you wish to be available.
'''Note''': Company roles are only applicable within the Universal Tracking Application and should not be confused with Account Categories – the standard method for categorizing companies.
==Tabs for Contact and Account Lists==
