Massive processes

648. Assignment of manager user in bulk

ebroker, allows you to assign a manager user to clients in a massive way. You can find this functionality in Administration > Bulk processes. Access the Manager User Assignment option in the Clients section. In the magnifying glass of the Manager user field, select the user that you want to assign to customers in bulk and, in the Filter option that appears on the back right of the module, search for customers to whom the indicated manager user will be assigned . When you have the user manager selected and the client list prepared, click on Process (the green check button) to carry out the process.

2023-01-20T14:30:40+01:0020 January 2023|Tags: , , |
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