For Default Assignment Type programs, Account Owners can automatically see all programs and applications. However, Program Managers and Reviewers must be assigned in order to give them access. There are three ways to assign users to programs. If you have a Manual Assignment program, please use our guide: How do I manually assign reviewers to applications?
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Using the User's Table (*Account Owners Only*)
1. Navigate to Organization and select Users from the dropdown menu.
2. On the Users table, check the box next to the user(s) that you want to assign from programs.
3. Click Group Actions then Assign Programs from the dropdown menu.
4. Check all of the boxes of the programs that you want the user assigned to.
5. Be sure to click the Save Assignment(s) button to save your edits.
Using the Reviewer Assignment Editor - Assign by Program
1. Navigate to Programs and select Reviewer Assignments from the dropdown menu.
2. In the Reviewer Assignment editor that appears, select Assign by Program. From here you can use the search bar provided in the top right to search the program's name.
3. Once you have found the program that you'd like to assign to your user(s), select the Assign button in line with the program stage that you would like to edit. Note: You may not have multiple stages.
4. Select any users that you want assigned to the program by checking the box next to their name.
5. Finally, click the Save button to save your edits.
Using the Reviewer Assignment Editor - Assign by Reviewer
1. Navigate to Programs and select Reviewer Assignments from the dropdown menu.
2. In the Reviewer Assignment editor that appears, select Assign by Reviewer. From here you can use the search bar provided in the top right to search the user's name.
3. Once you have found your user, select the Assign button in line with the user's name on the right side of the editor.
4. Deselect any programs that youwant the user to be assigned to, or select Select Visible to add the user to all programs.
5. Finally, click Save to save your edits.
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