How to Assign or Unassign Someone from a Seat
After creating a structure for your departments, teams, and seats, you'll want to start assigning team members. Users should regularly review the roles and responsibilities for their Seats and discuss any discrepancies with their manager.
Assigning a User to a Seat
To assign a user from your Directory to a Seat:
Click Accountability Chart from the left navigation.
Click Edit Chart at the top right of the page.
Click the profile icon on the Seat's card.
Click the user's name from the popup.
Changes are saved automatically.
To find the seat you're assigning someone to, you may need to click the down arrows to expand departments/teams or use the search bar.
Note: Any user in the Directory can be assigned to a Seat, including inactive users. Account activation is not required.
Unassigning a User
To unassign a user from a Seat:
Click Accountability Chart from the left navigation.
Click Edit Chart at the top right of the page.
Hover over the user's profile image and click the 'x'.
To unassign all users from a Seat:
Click Accountability Chart from the left navigation.
Click Edit Chart at the top right of the page.
Click the pencil icon to open a Seat's details panel.
Click the trash can icon to remove all assigned users from the Seat.
Click Save.