Assign User Advisor

By default, all user records are associated with advisor records defined at the organization level.

User's may be linked directly with an advisor record to allow that advisor to receive notifications when the user completes new assessment records.

Required Permissions

users

Workflow

You must be logged in to complete the following steps.

1. From the Admin navigation tab, click on the Users sidebar menu item.

Missing Permissions

If you receive a message stating you do not have the appropriate permissions to view the page, please contact your administrator and request users permissions.

2. Select the user name you wish to assign new roles.

Search Box

Use the search box to filter on the desired user name.

3. From the Actions menu drop down, select Assign Advisor.
4. The Add Advisor window will appear. Select the appropriate advisor record from the drop down list.
5. Click Assign button.