Manage Sponsor Reporter Site Assignments

This feature helps sponsors with multiple staff completing monitoring visits and manages the Sponsor Reporter assigned to a site. On this new page, you can:

  • View all the sites associated with a certain sponsor reporter.
  • View the sites that do not have an assigned Sponsor Reporter.
  • Remove site assignments in bulk.
  • Add site assignments in bulk.
  • Transfer site assignments from one Sponsor Reporter to another in bulk.
  • 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.
  1. Click on the "Manage Sponsor Reporter Site Assignments" button.
  2. From this screen, you can sort the results by selecting the Sponsor Reporter you would like to see from the dropdown OR by clicking the button to "View Sites without an assigned Sponsor Reporter".
    • You can select specific sites and use the options at the bottom to assign the sites to a new Sponsor Reporter or remove them from a specific Sponsor Reporter.
    • Be sure to click the green "Save" button at the bottom once you are finished.

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