To assign managers to records:

  1. Open the folder settings;

  2. Add a field User to the folder (You can rename the field into Manager/Assignee);

3. Go to the record and choose a user to assign the record to:

Your team member will receive an email notification he has been added to the record with the link to follow.
Also, if you have multiple managers in your team, you can make them see only records assigned to them.

If you are the admin of the workspace, you can edit the user role permissions. Thus, go to the user role where there are all your managers and tick the option See assigned/owned records only:

Haven’t found the answers you’re looking for? Ask our Users Community.

Did this answer your question?