Bulk Assign Ownership (Activities or Events)


Assigning owners to Activities or Events grants responsibility for this work and allows Users to easily find their Work References. Assigning Share Companies gives a company’s Users access to these Work References.

  1. Click on either Activities or Events > Bulk Assign.
  2. To filter Activities and Events, click on Filters, enter the attributes, then click the Filter button.
    Alternatively, use the Search box to find specific Activities or Events.
  3. The table headers detail various attributes: clicking the arrow on each header organises the table by these attributes.
    • Events appear after Activities in the table, unless the Work Reference Type arrow is clicked on.
    • The Shared Companies and Owners columns displays all current assignments for an Activity or Event.
  4. Click the Activity and Event check boxes, then click Manage Owners > Assign Owners, or Manage Share Companies > Assign Companies.
    • To select several Activities or Events, hold the Shift key and click multiple items.
    • To deselect a selected Activity or Event, click its check box again, or refresh the page to deselect all.
  5. To Unassign Owners and Share Companies, click the Activity and Event check boxes, then click Manage Owners > Unassign Owners, or Manage Share Companies > Unassign Companies.