If when trying to assign a record you have created to a user, but the user does not show in the drop down list, this could be of two things.
The user does not have a profile on the Compliance Software
Ensure that the user does have an account. Use our guide on how to add firm users.
Once this has been done, you have checked they have a profile then please ensure they have the correct permissions
Check the users Permissions for the Modules needed.
Though the user has a profile on the Compliance Software they might not have permissions for the module that you are trying to assign to them. To check and give this permission please see our guide Assigning module permissions.
For example: If trying to assign a Risk register record, they would need to have either Data Inputter/Supervisor against Risk register for them to appear in the drop down when assigning.
