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To limit a Contact to a GLA(s) follow these steps:
- Click the button.
- This will open the 'Add New GLA Permission' form.
- Select the GLA or GLAs that are desired to associate from the grid. Filters and Search can be used to sort to the GLA(s) that are desired.
- Click the button.
The GLA Permissions will be added to the Contact record. Any time Users attempt to assign a GLA through the CustomerCenter for this Contact record, the GLA(s) available will be limited to the ones in this list.
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If the Contact should never be allowed to be associated with a GLA simply click the
button. Any previously associated GLA(s) will be removed and a message will appear in the grid that says 'No GLA entries may be used with this Contacts entry.' By default, when a new Contact is created the Permit None option is automatically added.To remove the 'Permit None' restriction, simply select the message in the grid, and then click the
button.GLA Permissions Contact Inheritance
Users can set the Permission at the Department level and the Contact will automatically inherit the GLA Permissions from the Department level. Any GLA Permissions that the Contact inherits from the Department will be displayed on the 'GLA Permissions' tab by pressing the
button.GLA Permissions Contact Inheritance from Department Rules
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