Update Responsible User:

A responsible user can be added to show a client’s primary connection, e.g. their sales agent or account manager.
Internally, it could be used to indicate a line manager.

1. In the navigation sidebar, go to User Management > Users
2. Scroll, search, or filter to find the user you want to update
3. Click the three-dot settings menu to the right of their username
4. Select Update Responsible User
5. Click the Select Responsible User field to search and filter through available users

Optional:

• add additional assigned clients in the Users field

6. Click Submit to finish