To edit a user's assignments, open the Admin Panel and the relevant company details. Detailed instructions follow below.
Step-by-step guide
Step-by-step guide
Sign in to the Admin Panel
Go to the Entity Assignment section within the user profile or the company view.
Use the checkboxes in the list to select entities individually or in groups.
Use the search function to filter for specific entities and speed up your selection.
Check your selection in the summary.
Click Save to apply the changes.
