Operations CRM - Assign an Employee to a Company

1. Navigate to "CRM"

   To manually assign an employee to a company, first, navigate to the "CRM" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them.

   

3. Search for the company

   Search for the company. You can enter the company name or code in the "Search" field.

   

4. Go to the details of the company

   Next, click the more details icon on the company you wish to assign an employee to.

   

5. Select the "Assignment Type" of the employee

   If you would like to assign an "Assignment Type" to an employee, select the type from the list of available options in the dropdown menu.

   

6. Search for Employee

   Next, using the "+Add assignee" search box, enter the employee name you wish to assign to the company.

   

7. Select an employee from the list

   Then, select the employee from the list.

   

8. Employee has been assigned to the company

   The employee has been assigned to the company. You can assign multiple employees by repeating the process.