How do I assign Companies to other Prophet Users?
When you use Prophet, you may come across a time where you will want to either be assigned to Prophet Companies or assign other Prophet User(s) to Companies from within Prophet. Assigning Companies in Prophet allows users to easily look up who is in control of the Prophet Company. Below are the steps on how to assign the Companies to other Prophet User(s).
Open Company Manager
- Open the Prophet Company Manager by clicking on the Company Manager Folder from your Outlook Folder List
Locate the Companies you want to assign to a Prophet User(s)
- With Company Manager open, we will want to locate the Prophet Companies that we want to assign to a Prophet User(s)
- Once you have located the Company(s) that we want to assign to a Prophet User(s), we will want to select the Company(s) in Prophet. If you are selecting more than one Company, you can click on the first Company and then hold down the Ctrl key on the keyboard and select another Company. You will see that the Company(s) are highlighted in Prophet.
Assigning the Prophet Company(s) to a User(s)
- With your Company(s) still selected from the previous step, we will want to right click with the mouse on the selection of Company(s). You will be given a menu of options to select from. We will want to select Users and then Assign to Users
- Once you click the Assign to Users option, we will be prompted with a small dialog window called Assign to Users
- Go ahead and put a check mark in the box next to the User(s) that need to be assigned to the Prophet Company(s) and then press the OK button.
Verify the user assignment of the Company(s) in Prophet
- From within Company Manager, we will want to check the Users column within the Prophet view and verify that the User is populated into the column. If you do not see the Users column in the Company Manager view you will want to edit the view to add the Users column into the view.
- Once you have verified that Company(s) are assigned to the correct user(s), the assigning of Prophet Companies is complete.