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* You can define who can see which contacts and accounts (companies) at Level 1 based on role membership.
* '''Important''': when this feature is enabled, any contacts that are not assigned to a Level 1 record will '''not''' be able to see any contacts. The implication being that your internal system administrators (for example) will need to be assigned to the case in order to view the contacts.
* Similarly, the “Owner” of the Level 1 has no visibility of the Contacts assigned, because they are not an assigned Contact in the Contacts section. To resolve this you can enable an Account Auto Assignment (Settings > Auto Assignments) which automatically assigns the owner of the Level 1 to the Level 1 Contacts section with whatever Role you desire.
* To implement these features, navigate to Settings > Application Configuration and within the Security Settings panel, select the check boxes beside Enable UTA Contact Filter and/or Enable UTA Account Filter.
:[[Image:Filter.PNG]]