User assignment: User self-assignment

From the Backend

  1. 1. Select the 'ASSIGNMENT' icon on the guide tab

    Select the 'ASSIGNMENT' icon on the guide tab

  2. 2. Select 'User self-assignment' to allow users to assign their own contacts

    Only unassigned contacts will be available

    Select 'User self-assignment' to allow users to assign their own contacts

  3. 3. click the category tab to allow users to find contacts based off of specific datapoints

    click the category tab to allow users to find contacts based off of specific datapoints

  4. 4. Select whether users can see all contacts or only unassigned contacts

    Select whether users can see all contacts or only unassigned contacts

From The Webapp

The users can now access contacts from the webapp

  1. 5. Open your PhoneRaise app and select the '+ contacts' icon on the bottom guide bar

    Open your PhoneRaise app and select the '+ contacts' icon on the bottom guide bar

  2. 6. Select the Search Contacts Option

    Select the Search Contacts Option

  3. 7. Select the names you want to assign to yourself and click Assign to me

    Select the names you want to assign to yourself and click Assign to me