Applies to: All (Users, Managers, and Admins)

You'll be able to easily tell which user or users is assigned to any customer from the customers page.

How view who is assigned to a customer

  1. First select a customer from within a segment or by using the Search bar at the top of the app.

  2. Once you've selected a customer, you'll be able to see the users assigned. Hover the mouse over the letter to see their full name.

  3. To see the assigned users that cannot fit the screen, click +_ more in the same field for a full list of everybody assigned.

Additional Articles:

Learn how to assign and unassign users to customers

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