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How do I assign a form to multiple associates at once?
How do I assign a form to multiple associates at once?
Written by Peter Akeley
Updated over a week ago

Assigning a form to an individual in ThreatSwitch is extremely easy, but what happens when you need to assign a form to multiple users? What happens when dozens of new hires need to complete their onboarding packets? Or when a handful of users need to complete additional post-travel questionnaires? 

No need to fret, ThreatSwitch has simplified the process for bulk assigning a form to dozens of users at once. Check out the steps below to learn how to speed up the process and gain hours back in your busy day!

  1. Log into ThreatSwitch and open the "People" tool located on the navigation bar on the left hand side

  2. Select the users that need to be assigned the form by selecting the checkbox located to the left of their name

  3. Once you have the group selected you will then notice there is a action item in the top column stating "Mass Assign a Form"

  4. After you select "Mass Assign a Form" you will be presented with the Forms that are currently loaded in the system, select the appropriate form and assign a due date

  5. CONGRATS!  You have successfully assigned a form to multiple users!

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