To change the user assignments against a property please click the icon “Assign Users” when viewing the property details screen.
A pop up screen will appear and if you click onto the drop down menus or user’s names in the multiple select boxes and then save, this will allow those chosen users to be assigned to the property.
If the user who you wish to assign is not present, you will then need to exit the popup and navigate to the “Settings” tab and then “User Hierarchy Level”.
If you then click onto the user level where you wish to connect a user to another, i.e. linking a “Site Manager” to a “Regional Manager” a pop up screen will then appear.
Once the pop up has appeared, click onto the green plus icon next to “Attach a New User to the Node Type”
Click “Connect Who” and locate the Site Managers name who you wish to connect and then you will need to use the drop down menu below and to the right of “Connect to” and then then select the Regional Manager where you wish to link the Site Managers to and then save.
Once completed, navigate back to the property and “Assign Users” and you will then be able to select the Regional Manager and Site Manager.
You can then follow the same steps to link other user levels in the hierarchy.
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