Assigning users or roles to activities
Method 1
1 Do one of the following:
▪To assign an individual user to an activity, click Users under the customer account
▪To assign all members of a role to an activity, click Roles under the customer account.
▪If you are not using customer accounts, click Users or Roles under the System account.
A list of current user or role members appears.
2 Select the users or roles to assign, and then click the Activities tab. This displays the activities and activity features to which this user or role is currently assigned.
3 Click Add/Remove. The Add Activity dialog opens.
4 Select the activities to which this user or role should be assigned, and then click OK.
Method 2
1 In the left tree, click Activities under the customer account. If you are not using customer accounts, click Activities under the System account.
The activities and activity features appears.
2 Select the activities that you want to assign, and then click the Users or Roles tab. This displays the users or roles to which the selected activities are currently assigned.
3 Click Add/Remove. The Add User or Add Roles dialog opens.
4 Choose the users or roles you want to assign to this activity, and then click OK.
See also