Assigning Sites and Review Forms to Sponsor Reporters

Sponsor Reporters are employees that conduct review visits. Sponsor Reporters:

• See only those centers and providers to which they are assigned when they first open the site list
• Have view-only access at the site level
• Can only run certain reports

Only Sponsor Admin users can create or manage Sponsor Reporters

• Login as a Sponsor Admin user. This will take you to the sponsor dashboard
• Click on the green tab for "Users" at the top of the sponsor dashboard. This will take you to the Sponsor User List.

• On the Sponsor User List, click on the name of the Sponsor Reporter. This will take you to the Sponsor User Profile.
• On the Sponsor User Profile, click the dropdown menu next to "Specific Sites" and select the site(s) that you want to assign to the user.
• When you are done, click the green "Save" button at the bottom of the page.

Any Sponsor User that is assigned to a site will have their name listed in Site Details under "Monitor" as well as on the main site dashboard under the site name.

• Login as a Sponsor Admin user. This will take you to the sponsor dashboard
• Click on the green tab for "Users" at the top of the sponsor dashboard. This will take you to the Sponsor User List.

• On the Sponsor User List, click on the name of the Sponsor Reporter. This will take you to the Sponsor User Profile.
• On the Sponsor User Profile, click the dropdown menu next to "Specific Audit Forms" and select the form(s) that you want to assign to the user.
• When you are done, click the green "Save" button at the bottom of the page.