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How to assign/ remove work group ID to a user

Step 1:

  • Go to ‘Contacts’ tab and click on a particular user, or, search for a user using the search bar

Step 2:

  • Once you open the contact, click on the ‘Assign Work group’ button; A pop-up appears as shown in the image below; select a region and distributor from the dropdown list and click on ‘Assign WorkGroup’

Step 3:

  • Once you open the contact, click on the ‘Remove Work group’ button; A pop-up appears as shown in the image below; select the specific account name from the list and click on ‘Remove WorkGroup