How to Assign a Consultant

Go to the "Advanced Editing" screen for the application

 

 

 

Select the consultant name from the Ce consultant drop down list

 

 

 

 

To have a Consultant complete the Financial disclosure, if not already done, assign them to the 'Consultant' Role

 

On the Advanced Editing page, click on 'Manage Presenters' 

 

 

 

 

Assign Presenters

 

 

 

 

Search for the Consultant by name

 

 

 

Select the 'Consultant' option next to their name.

 

 

 

Then, the Consultant can search for his/her own account on the Admin side; Click on 'All Assignments' in the action drop down menu

 

 

 

 

'My Assignments'

 

 

Complete the forms available here.

 

 

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