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Edit PA Assist

Learn how to add users to assist, or remove users being assisted, in an existing PA Assist setup.

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Written by Jack
Updated over 2 weeks ago

To make changes to an existing PA Assist setup, follow the steps below:

1. Click the Account Name > Admin.

2. In the User Management section, click the PA Assist subheading.

3. Click the three dots icon found at the right-hand side of the PA Assist setup you would like to change and select Edit from the drop-down.

Note: You can also click the edit icon.

How to change the assistant

Under the Choose Assistant drop-down list, you can change the assistant for the listed users.

1. Click on the current assistant's name.

2. Select a different user from the drop-down to become the new assistant.

3. Click Update.

How to change the users being assisted

In the Assistant For list, you can remove or add users being assisted.

1. To remove a user, untick the checkbox next to their name.

2. To add a user, tick the checkbox next to their name.

3. Click Update.

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