How to Assign or Edit a Participant's Supervisor(s)

Learn how to assign or edit participants' supervisor(s).

User Types: Regulators, Sponsors, Employer Administrators

Notes:

  • Supervisors are only able to see participants who are assigned to them or that they are given access to directly select.   
  • Participants can be assigned more than 1 supervisor.

There are 4 ways to assign a participant's supervisor(s). The first listed is described in this article.  

1) Edit Participant's Profile Details page - General tab

2) Batch Edit - Supervisor - Search "Batch Edit"

Note: Batch editing a supervisor will assign a supervisor.  Batch editing a second supervisor for a participant will only add that supervisor.  It will not remove the first supervisor.   

3) Cohort - Participants can also be assigned a supervisor by adding them to a cohort.  They will automatically be assigned to any supervisor owner of that cohort. Search "Cohort"

4) Allow Supervisor Self Select Settings/Permissions Search "Permissions"

Step 1: Navigate to the Participant's Profile Details page and Click the Edit/Pencil Icon in the top right corner.

  • Note: Click the pencil icon automatically opens the participant's General tab in edit mode.

Step 2: Scroll down to the Supervisor box and Click the Down Arrow to View the Supervisor options. Check the box next to the name to add a supervisor or click it again to remove that supervisor.  Click Save.

 
 
 

If you have questions or need help, please submit a Support Ticket here