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.
- Click on either Activities or Events > Bulk Assign.

- 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. - 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.
- 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.
- 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.