Assigned User - Assigning Applicants to Selected Users

Users with the appropriate Role permissions have the ability to assign applicants to other selected users who have been given the Assigned User Role.

The Assigned User will have the ability to view only the specific applications assigned to their user.

The Assigned User Role is given to selected users and will allow that user to see only applications that have been assigned to them by another user. Assigned Users will receive emailed notification as applications are assigned for their review. The notification email will include the name of the applicant and a direct link to access the assigned application. Assigned users are given limited permissions in order to view and interact with applications assigned to them according to the permissions given to the Role.

To review the permissions allowed in the Assigned User Role please use the Roles area found in SETTINGS.

Mass Assigning of Applications to an Assigned User

1. To make a mass assignment of application to an Assigned User select the applicants by checking the box next to the applicant name to activate the mass action buttons.
   
   
2. Use the Assign Users button to select the name(s) of the User(s) the selected applicants should be assigned to.

1. 1. Select the User(s) by checking the box.
   2. Click ASSIGN.
   3. Confirmation of the assignment will appear on screen.

Individual Assigning of an Application to an Assigned User

1. Begin by locating the applicant using the filter options available on the APPLICATIONS View. 
2. To open the Application Detail, click on the applicant name. 
3. Using the Assigned User Tab, use the + Assign User button  to select the name(s) of the User(s) the selected applicants should be assigned to.

1. 1. Select the User(s) by checking the box.
   2. Click ASSIGN.
   3. Confirmation of the assignment will appear on screen.

Remove an Application from an Assigned User

1. Begin by locating the applicant using the filter options available on the APPLICATIONS View. 
2. To open the Application Detail, click on the applicant name. 
3. Click the Garbage Can icon to remove the Assigned User from the Application.

1. 1. Confirmation of the removal will appear on screen.

Assigned User View

• As applications are assigned to the Assigned user a notification email will be sent which contains the applicant name, instruction on accessing the application, and a direct link to the application.

Example:

• A typical Assigned User will have access to the APPLICATIONS view where they may access a list of applications assigned to them. 
  • Please Note: Assigned Users may have additional permissions based on their specific Assigned User Role. See the Roles area found in SETTINGS.
• Filters may be used to adjust the information on screen.
• Click on the applicant name to open the Application Detail.
• Select multiple applications using the check box(es) to use the Mass Action tools.