Click on the Activities tab of the main menu options.
Click on the activity to which you will assign a user.
In the Overview tab, scroll down to the bottom section: Staff Roles and Partner Access.
Click on the first empty cell in the Person column and a dropdown menu will appear. Select the user you want to assign to this activity.
Optional: In the Role column, add the role the user has for this activity. This might differ from their formal job title.
All changes are automatically saved.
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