Article Overview
This is an FAQ article answering the question, "Why aren't my users appearing when I create/assign areas?". Almost always, the user is simply not assigned to an office/team and needs to be assigned to an office/team to appear in these places.
TIP: to make these edits, a user's role must have the "Manage Users" permission enabled.
Part 1: Edit a User's Org Assignment
This part will demonstrate how to update a user's Org Assignment from the user detail page.
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From the SalesRabbit Web App, navigate to "Users" in the left menu.
- Tip: check under the "Org Assignment" columns for a quick glance of each user's org assignment. In order to be assigned an area, a user should be assigned to an office or team.
- To update a user's org assignment, select the desired user -> navigate to "Org Assignment" -> select the "Edit" pencil icon to edit the user's current org assignment.
- Select the new assignment for the user -> click "Save".
- This change will be reflected on the main "Users" page.
- Users may need to close and reopen the app for these changes to apply.
Pro Tips
- If there is no dropdown next to the Department, visit our article to learn how to edit your Org Chart.