How to Auto Assign a User to an Action
When an Action is scheduled
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
1: Select the required Action.
2: Click Edit from the Menu - the Edit Action window will open.
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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