Responsibilities

Summary: This article explains how to Add and Edit Responsibilities from the Settings > Responsibilities page on the Mobile App.

The Responsibilities page allows you to create and edit responsibilities for your users.

Add a Responsibility

1. Select the Add Icon  to add a new Responsibility.
   1. Enter a Description.
   2. Select a Role.
   3. Select the Checkmark Icon  to save.
      

Edit Responsibility

1. Select the Pencil and Pad Icon  to edit Responsibility Details.
   1. Edit the Description.
   2. Select a Role.
   3. Select the Checkmark Icon   to save.
2. Select Assign New User to assign users to the responsibility.
   1. Select a Start Date.
   2. Select an End Date if necessary.
      • Note: The end date is typically left blank to ensure that a user’s settings don’t expire due to an oversight.
        
        
   3. Select Assign New User.
      1. Select a User.
   4. Select the Checkmark Icon  to save.
3. Select Assign New Portfolio to assign a portfolio to the responsibility.
   1. Select individual portfolios or select Check All to select all available portfolios.
   2. Select the Checkmark Icon to save.
      
4. Select Assign New Association to assign associations to the responsibility.
   1. Select individual associations or select Check All to select all available associations.
   2. Select the Checkmark Icon  to save.