How to Auto Assign a User to an Action

When an Action is scheduled

Open the Action Library

Open the Action Library

1: Select Admin from the Menu.

2: Select Action Library from the drop down list - the Action Library will open.

Select the Action to Assign the User to

Select the Action to Assign the User to

1: Select the required Action.

2: Click Edit from the Menu - the Edit Action window will open.

Select User

Select User

1: Click the Auto Assign Users tab - the Users Assign window will open.

2: Tick the check box of the required User.

3: If the Users are Greyed out, click the Auto Assign check box to activate them and ensure that the Auto Assign option is set to 'To a user from above list of users.'

4: Click OK to save and close the window.

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