Assigning a Self-Assessment to a Business User

Assigning a Self-Assessment to a Business User

Go to the Agent Dashboard, select Users on the left-hand menu, click on the three dots to the right of the business user you wish to give access to their Self-Assessment and select Assign SA from the drop-down options 

 

 

 

  1.  Type in the name of the client you wish to assign the Self-Assessment to and then click Assign.