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Assigned users can access the information of and take actions on the customers assigned to them. If you decide to fully automate a cash collection flow, need some time between managers’ handover (or if it suits your internal organization in any other way!) you can un-assign Accounts from them. It is as simple as following the assignment process…and untoggling the user’s name.

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From the Customers list view

👉 This method will allow you to update several customers at once.
Once you have filtered and picked the Customers you want to update on your list view , click on the Actions button on the top right corner and select the option you are interested with (i.e., Assign users). You’ll see three assignment options on the users list:
  • A white box (Dev Eloper) means this user is assigned to none of the selected customers.
  • A white box with a dash (Dean), means this user is assigned to some of the selected customers.
  • A blue box (Tina), means this user is assigned to all selected customers.
When assigning users to your customers, if some users need to be unassigned, their box must be white. If you need the users to be assigned to all selected customers, click their box until blue.

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From a customer’s detail page

Access to the customer you want to update, and click the Assigned users field. It will display a drop-down list you can pick your option(s) from.
💡 When you unassign an account from an Assigned user, their responsibility will be transferred to the organization’s Finance users. If your organization has none, the owner will take over!