After locating a user via the search form in Manage Memberships, click their Personal Code button to open the assignment view. The page is split into two columns: a read-only profile card on the left and the assignment controls on the right.
Assigning or changing the referral structure
- In the Main Area card, find the Structure dropdown. Departments are grouped by Area for easy navigation.
- Select the target Department.
- Click Save.
On save the system will:
- Update the user's Department assignment immediately.
- Send them an in-platform notification about the change.
- Log a Career Event to their HR record.
- Record the event in the Membership History log (visible in the History Log tab).
Removing a structure assignment
To unassign a user, select -- Remove Assigned Structure -- at the top of the dropdown and save. The user will no longer appear in any Department's member count and can be found via the Unassigned filter in the search form.
Note: Removing a structure assignment does not affect the user's account status, permissions, or any other data. Any leadership roles they hold (as Department leader or manager) are managed separately in Manage Areas.
Locked assignments
If the user has a privileged profile and you do not have sufficient permissions, the dropdown and save button are not shown — a Locked badge is displayed instead. A Founder-level administrator is required to make changes to privileged accounts.
