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→UTA Contact Filters and UTA Account Filters
(Settings > Auto Assignments) which automatically assigns the owner to the Level 1 Contacts section with a specified [[Role|role]].
* To implement these features, navigate to click on the [[UTA Settings > Application Configuration Page|Settings tab]], choose the [[UTA Settings - Security|Security tab]] and within the Security Settings panel, select the check boxes beside Enable UTA Contact Filter and/or Enable UTA Account Filter.
:[[Image:Filter.PNG]]
* Once the feature has been enabled for either contacts or accounts, the UTA Contact Filters and/or UTA Account Filters hyperlinks are available under on the UTA Settings page- [[UTA Settings - Settings|Settings panel]].
:[[Image:Filter2.PNG]]
* You can now configure visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles. For example if you have a role called "Candidate" you may want the candidate, when viewing the Level 1, to be able to see who is assigned to the case as the "Manager". To accomplish this you would enter the following settings:
