Accounts are assigned to users by assigning ‘Region / Collector’ combinations to the user.

By assigning an account to a user, the user then has ‘ownership’ of the account and all the associated items. The user’s ‘Dashboard’ and ‘To-dos’ will only show data for accounts that have been assigned to them (as well as items that have been escalated to them)

To assign a new ‘Region / Collector’ to the user, firstly select the ‘Region’ from the selection list, then select the ‘Collector’ from the selection list. Only ‘Regions / Collectors’ not assigned to any user are shown in the selection list.

There is a report in the Administration menu to show the ‘Allocated Region/collectors’.