By default, a mandate is assigned to the user who created it and is only visible to that specific user (unless the user is allowed to view all mandates). The mandate can be reassigned to be managed by another user. 

To reassign a mandate:

  1. Click on the main menu.

  2. Select “Mandate” - “View Mandates”.

  3. Click on the three-dot menu and select “Reassign Mandate”.

  4. Select the user you wish to assign the mandate to to be assigned to in the drop-down list at the bottom of the form.

  5. Click “Save”.