No. 648. January 20, 2023
ebroker: Assignment of manager user in a massive way
ebroker, it allows you assign a manager user to customers in bulk.
You can find this functionality in Administration > Mass processes. Access the option Manager user assignment in the Clients section.
In the magnifying glass of the field Managing user, select the user that you want to assign to clients in a massive way and, in the option Filter that appears in the back right part of the module, performs the searches for clients to whom the indicated manager user will be assigned.
When you have the Managing user selected and the customer list prepared, click on Process (the green check button) for the process to be carried out.
You just have to go to ...
Administration > Bulk processes > Manager user assignment
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