Page 6 - Mass Change or Update Account Administrator
P. 6
Mass Add/Change Assignments
The Mass Change – Account Administrator assignment page displays with all the employee’s assignments selected to update.
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3. Enter the User ID of the employee to receive the new assignment(s) in the Change to field.
The employee’s name will populate.
4. Optional: Click the Un-select All button to uncheck all assignments only if you are re-assigning
select rows to the other employee and not the entire portfolio.
5. Click the Save button.
6. Click the Update Administrator button to submit assignment changes.
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