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Why are only two users shown when I click Assigned To in a record?

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This may be because of the configuration set up for your role. You can choose to which users you can assign records under Settings > Roles. You have the following options:
  • All Users: Can assign records to all the CRM users
  • Users having Same Role or Same Hierarchy or Subordinate Role: Can assign records having the same role, users in the role hierarchy, or users who have subordinate roles
  • Users having Subordinate Role: Can assign records to users who have subordinate roles

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 Look for the User Management section
  3. Select Roles
    • You will land on the Roles page
  4. Click on a role in the hierarchy to edit it
  5. Go to the Can Assign Records To field
  6. Select one of the following options for users:
    • All Users
    • Users having Same Role or Same Hierarchy or Subordinate Role
    • Users having Subordinate Role
  7. Click Save
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