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===Creating Account Roles===
To create the [[Role|roles]] that will be available when adding Accounts to the Level 1 record
# Choose '''Roles & Permissions''' from the [[Configuration Menu|Configuration Menu]].
# Click the '''Company Roles''' link.
# Add the roles you wish to be available when assigning Accounts to Level 1 entities in the UTA
'''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.
==Contact Restrictions==
* You can limit the total number of contacts that can be assigned to the Contacts Field (or Multiple Contact List if enabled) at Level 2.
* To enable enter the desired limit into the '''Maximum Contacts - Maximum number of contacts can be assigned''' field on the Application Configuration page in the Level 2 settings section.
==Account and Contact Restrictions=Settings=* You can limit the total number of contacts that can be assigned The account and contact settings are used to determine if the Contacts Field (or Multiple Contact List if enabled) at Level 1,2and 3 items should be available in other parts of [[SmartSimple]], rather than only in the [[Universal Tracking Application|Universal Tracking Application]]. [[Image:Uat16.png]] * To enable enter For example, if you '''Enable Level 1 Item on Account New Menu''', when you are viewing an account profile from anywhere within [[SmartSimple]] you will be able to create a new Level 1 Item for the desired limit into UTA and the Account will be attached automatically to the record.* Similarly if you '''Enable Level 2 Activity on Contact New Menu'''Maximum Contacts - Maximum number of contacts can users will be able to create a new Level 2 Activity which will be automatically assignedto whichever Contact profile they are viewing.* If ''' field Enable Level 1/2/3 Tab on Contact Profile''' is enabled, when viewing a contact profile there will be tab(s) listing all the Application Configuration page in the Level 2 settings sectionrecords that contact is associated with.
=Custom Fields=
* [[Custom Field Type (90): Select One – Internal Entity]]
* [[Custom Field Type (70): Select One – Internal People]]
[[Category:Universal Tracking Application]][[Category:Applications]]
