UTA Contact Filters

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Level 1: UTA Contact Filters and UTA Account Filters

  • You can define who can see which contacts and accounts (companies) at Level 1 based on role membership. To implement these features, navigate to the Settings tab, choose the Security tab and within the Security Settings panel, select the check boxes beside Enable UTA Contact Filter and Enable UTA Account Filter.
  • 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 main Settings page.
  • You can configure visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles.

For more information: UTA Contact Filters and UTA Account Filters