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

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