Reassign an action to another employee

Actions can be assigned to any employee that has access to the account

1. Open an account
2. Navigate to Business Planning
3. Click on the Timeline or List tab
4. Select the action you wish to edit
5. Click Edit Action on the Actions tab to open the action
6. Click the drop-down arrow on the Employee field to select from the list of employees that have access to the account
   
7. Click the Save and Exit button to return to the account business plan

Important: The action will be removed from the original employee’s diary and will appear in the new employee’s diary.
Sharing the account with other employees