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* Once the feature has been enabled for either contacts or accounts, the UTA Contact Filters and/or UTA Account filters hyperlinks are available under the UTA's Settings tab - Settings panel.
[[Image:Filter2.PNG]]
* You can now configure limits visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles as . For example if you have a role called "Applicant" you may want the applicant, when viewing the Level 1, to be able to which Contacts and Accounts are visible see who is assigned to a given userthe case as the "Manager".In this case you would enter the following settings:
* If there is another role called "Evaluator", you may want the contacts assigned to the Level 1 as evaluators to see who is assigned to the Level 1 as applicant and as manager. You would create another filter as follows:
* ''Note that because we have not added the "Evaluator" role to the "Applicant" filter, the applicant assigned to the Level 1 will not be able to see contacts assigned to the Level 1 as evaluators.
