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Contact and Account Filters
* You can define who can see which contacts and accounts (companies) at Level 1 based on role membership.
* '''ImportantNote''': when this feature is enabled, any contacts that are not assigned to a in the '''Contacts Section''' of the Level 1 record will '''not''' be able to see any assigned contacts. The implication being that your internal system administrators (for example) will need to be assigned to the case Level 1 in order to view the contacts.<br /> * Similarly, the “Owner” '''Owner''' of the Level 1 has will have no visibility of the Contacts assigned, because if they are not also an assigned Contact in the Contacts section. To resolve this If you want the owner to have visibility of Contacts 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]]
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