To add a new user to an already existing role listed on the Overview Page, click the pencil icon next to the previous user's name to edit the role. **Here is an article that explains how to add users to the Overview Screen**
From this screen, click on the text box labeled "User" to either type the new user's name or scroll through the drop down menu list to replace the previous user.
Users can be designated "Auto assign web leads." If this is toggled on for the user role, the user will have all web leads filtered into the system assigned under their name. If there are two or more users with "Auto assign web leads" toggled on, web leads will be assigned by a round-robin system, rotating between the selected users.
Users can also have "Assign Leads by Care Type." This is an option to select one or multiple care types within their user role, along with a "None" option (the prospect has NO care type) to be assigned only leads with that care type.
If users have auto assign turned on, but then alter the assignments manually, this can impact the round robin distribution.
In addition, admin and regionals can also revoke previous users within this role from this section by selecting "Revoke {{User's name}} access to WelcomeHome."
The last three text boxes can be used to reassign the activities of the previous user to the new user. To do so, either type or select the previous user's name in each text box to assign the new user those prospects and activities. To save this information, click "Assign."
*Note: if the role is not currently filled, it can either be left as "Unassigned" or the role can be deleted from the Overview page by selecting "Delete Role" listed in red at the bottom of the edit window.