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INSZoom - Assign a User Responsibility to Case Managers at the Foreign National Level

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Assign a User Responsibility to Case Managers at the Foreign National Level

  1. Select your Client and then go to 'Case Managers' under 'Security and Tools'.
  2. Go to the 'Responsibilities' column. This is where actively assigned responsibilities will be listed.

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  1. To edit responsibilities, click 'Edit' and then select 'Add/Remove' under 'Edit Responsibility'.
  2. Mark the checkbox for the responsibility you wish to add to the selected case manager.
  3. Click 'Save'.

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