Question: How do I mass reassign to which user a profile is assigned.
Cause: You may have had a staff member leave and you need to reassign their members and prospects to a new or existing staff member.
Answer: 1, Open the Profile Selector and search for the profiles you want to change. 2. Select All in the grid (or select only the specific profiles you want to change) 3. Click the Actions dropdown and choose Assign Selected Profiles to User. 4. Then a dialog will appear allowing you to choose the user you want to assign them to. 5. Choose the user from the drop-down, then click continue. 6. You will receive an email when the process is complete.
Cause: You may have had a staff member leave and you need to reassign their members and prospects to a new or existing staff member.
Answer:
1, Open the Profile Selector and search for the profiles you want to change.
2. Select All in the grid (or select only the specific profiles you want to change)
3. Click the Actions dropdown and choose Assign Selected Profiles to User.
4. Then a dialog will appear allowing you to choose the user you want to assign them to.
5. Choose the user from the drop-down, then click continue.
6. You will receive an email when the process is complete.