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How do I restrict users from assigning records to groups?

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You can do this by editing the role privileges of a user.

Follow these steps to set the privileges for a role to assign records:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Roles.
    • You will land on the Roles page.
  5. Click on a role in the hierarchy to edit it.
  6. Go to the Can Assign Records To field.
  7. Select Cannot assign to any group.
  8. Click Save.
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