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How do I choose the groups to which users can assign records?

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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 one of the following options for groups:
  • All groups
  • All Groups that user is part of
  • Selected Groups
  • Cannot assign to any group
  1. Click Save
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