INSZoom - Assign a User Responsibility to Case Managers at the Foreign National Level
Assign a User Responsibility to Case Managers at the Foreign National Level
- Select your Client and then go to 'Case Managers' under 'Security and Tools'.
- Go to the 'Responsibilities' column. This is where actively assigned responsibilities will be listed.
- To edit responsibilities, click 'Edit' and then select 'Add/Remove' under 'Edit Responsibility'.
- Mark the checkbox for the responsibility you wish to add to the selected case manager.
- Click 'Save'.