Update Inidividual Assignments

Add/Update Individual Assignments
How do I Add or Update Individual Account Administrator Assignments?
Overview
Account Administrator is a group of pages used to view Staff and Faculty assignments at the operating unit, department, or project level using pre-determined roles. In addition to viewing assignments, select users can add or update individual assignments on any of the main Account Administrator pages:
• Operating Unit Administrator
• Department Administrator
• Project Administrator
This job aid will walk users through the steps to update any of the Account Administrator pages to:
1) Assign contact to a new Operating Unit
2) Assign additional contact to an existing Operating Unit
3) Reassign existing role to a new Owner
Navigation
• • •
Navigator > Emory Custom > Account Administrator
Operating Unit Administrator Department Administrator Project Administrator
Note: This job aid displays the steps for updating Operating Unit assignments, but the same steps should be followed for updates to the Department and Project Administrators.
Assign contact to a new Operating Unit
The Operating Unit Administrator Search Criteria page displays with the Find an Existing Value tab selected
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