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

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

8. Click Save