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UTA Settings - Settings

1,613 bytes added, 17:38, 26 June 2013
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==Level 1 Settings==
[[Image:L1settings.png|link=]]
The {{l1}} settings section will be captioned with the terminology the [[system administrator]] has defined on the [[UTA Settings - General|General Settings page]]. In the above example, {{l1}}s have been named "Grants." The Level 1 Settings section contains links to the following pages:* '''Custom Fields - Create and manage custom fields for grants''' - A list of all baseline [[custom fields]] for your {{l1}} entity. See [[Adding a Custom Field to a Level 1]] for details on adding custom fields.* '''List Views - Add/remove and set order of fields in role based grants List Views''' - The [[list views]] that pertain to this UTA. See [[Configuring List Views]] for instructions on adding list views.* '''Templates - Create and manage grant templates''' - The page for managing your [[Level 1 Templates]].* '''Statuses - Define the statuses you wish to use for grants''' - The page for managing your [[Level 1 Status]]es.* '''Organization Roles - Create and manage organization roles for grants''' - Roles that can be assigned to [[organizations]] associated with {{l1}}s. System-wide company roles can be configured on the [[Roles & Permissions]] page.* '''Organization List View - Create and manage organization list view for grants''' - * '''Contact List View - Create and manage contact list view for grants''' - * '''Contact Tabs - Create and manage contact tabbed view for grants''' - * '''Organization Tabs - Create and manage organization tabbed view for grants''' - * '''Contact Restrictions - Create and manage UTA restriction for grants''' - * '''Copy Grant Settings - Select Grant custom fields to copy''' - * '''Grant Duplicate Check Settings - Create and manage duplicate check for grants''' -   
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==Level 2 Settings==
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