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When a Contact is assigned as a Coordinator for a Department the Contact inherits the Department's GLA Permissions.
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To limit a Contact to a GLA(s) follow these steps:
Click the
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button.
This will open the 'Add New GLA Permission' form.
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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
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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.Coordinator GLA Permissions Inheritance
Any GLA Permissions that the Coordinaror inherits from their Department will be displayed on the 'GLA Permissions' tab by pressing the
button....