Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To limit a Contact to a GLA(s) follow these steps:

  1. Click the AddImage Removedimage-20240614-161854.pngImage Added  button.

  2. This will open the 'Add New GLA Permission' form.

    Add New GLA Permission formImage Removedimage-20240614-161922.pngImage Added

  3. 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.

  4. Click the Save and CloseImage Removed image-20240614-162008.pngImage Added 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.

...

If the Contact should never be allowed to be associated with a GLA simply click thePermit NoneImage Removedimage-20240614-162027.pngImage Added 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 Delete Selected Image Removedimage-20240614-162109.pngImage Added  button.