- Knowledge Base
- Onboard
- Nominees
How do I manage my customers nominees?
In the external data collection form, if the nominee is allowed to manage the nominee
section, they will be able to see and select a ‘Manage Nominees’ button at the bottom of the
form:
From here the nominee has all the same options available internally to manage nominees,
such as creating other nominees and assigning permissions. Once permissions have been
assigned to new nominees, the nominee can then send out the form to the new nominee
with the same data request section shown above.