Before you begin
Large portfolio assignments need deliberate selection.
Recommended workflow
Filter by the intended client group and check active status in the bulk-work screen. Confirm that the selection contains only the intended entities.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Stop before confirmation if the client names or counts do not match your expected portfolio.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team