Assigning a user to a company

You can assign a user to multiple companies or branches. However, at a given point in time, a user can perform tasks in only one company. This company is identified as the Default company for the user. You can change the default company of the user at any time. 

Prerequisites

The following is the prerequisite to assigning a user to a company:

• A company is defined.
• A user is created.

Steps

Perform the following steps to assign a user to a company:

1. Log in to your Salesforce account.

2. Click Servicing Configuration.

3. Go to User Assignment Setup....

4. Click User-Company Assignment. The User-Branch Assignment Summary page is displayed.

5. Click on the lookup icon and search for the User.

6. Click Search. The Assign User to Company section is updated to display all the companies that are set up and available for assignment.

7. Select the Check companies for this User checkbox to select the companies to assign to the user. 

8. Select the Default Company checkbox to identify the default company for the user, from the list of selected companies. 

   Note:

   You can select only one default company.

9. Click Save.

   A confirmation message is displayed for the assignment of user to the company.