How to Auto Assign a User to an Action

Open the Action Library

1: Select Admin from the menu.

2: Select Action Library from the drop down list – the Action Library will open.

Select the Action to Assign the User to

1: Select the required action.

2: Click Edit from the menu – the Edit Action window will open.

Select User

1: Click the Auto Assign Users tab – the Users Assign window will open.

2: Tick the checkbox of the required user.

3: If the users are greyed out, tick the Auto Assign checkbox to activate them.

Close Window

1: Click OK to save changes and close the window.