8,849
edits
Changes
→Creating Contact Roles
===Creating Contact Roles===
# Choose '''[[Roles & Permissions''' ]] from the [[Configuration Menu|Configuration Menu]].
# Click the '''User Roles''' link.
# Add the roles you wish to be available when assigning contacts to Level 1 entities in the UTA
:[[Image:Uta134.png]]
You use this tab to establish the [[Custom Field|custom fields]] that track the relationship between the person in the role for that Level 1.
===Creating Account Roles===
