- Knowledge Base
- Onboard
- Nominees
How do I assign permissions to a nominee?
Once the Data Request Nominee is created, you can assign which property groups
and document types the nominee can fill out and upload through the permissions
section.
Select the property groups and data document types to assign, and then update the
permissions to confirm the selection:
Once finalised, you can send a link out to the nominee via the send button in the
actions related to that nominee (when there are multiple nominees you will have a
list each with their own action section):
This brings up the typical data request page where you can confirm the message,
the email to send the link to and choose to send the link via automated email or
generate the link and email it yourself