How to add/edit links between objects and users

Owned by Julie Noelke (Unlicensed)
Last updated: Oct 09, 2017

Elements allows users to create links between objects and users. Follow the instructions below to add or delete links.


 

Step 1: Open record

Click on the title of the activity to view the links section. 

Use the edit button to edit links and the green + to add users to this activity. 

Step 3:  Save changes

Click the blue "Save" button to save changes.