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Assigned Resources

 

Assigning Resources to a Resource Manager. #

Displays the Resource Type and number of Resource Types reporting to a User designated as a Resource Manager.
Click the
 Edit button to edit the Assigned Resources. 

New Accounts:  Resource Managers should be entered as Users first (Settings/Users/(+)New) before entering Resource Types and assigning a Resource Type to a Resource Manager (Settings/Resource Types/New).

Note: Multiple Resource Types may be assigned to report to the same Resource Manager. 

 

Re-assigning resource Types to an alternative Resource Manager. #

In the main to menu bar:

Settings / User / Assigned Resources / Edit a Resource Type and re-assign to a New Resource manager (the User).

 

 

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Updated on August 20, 2024