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:
- Click the User Menu on the top right corner of the screen
- Click the Settings button
- Look for the User Management section
- Select Roles
- You will land on the Roles page
- Click on a role in the hierarchy to edit it
- Go to the Can Assign Records To field
- Select one of the following options for groups:
- All groups
- All Groups that user is part of
- Selected Groups
- Cannot assign to any group
- Click Save
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