This article explains how to assign profiles to yourself or other operators and filter profiles based on your assignment status.
Assigning Profiles
- Assigning to Yourself:
When you begin reviewing a profile, you can assign it to yourself to start the verification process.
- Assigning to Another Operator:
There are situations where you might need to assign a profile to another operator, such as:
-
- Shift changes: If multiple operators cover different shifts, you can assign profiles to the operator currently on duty.
- Escalation: If a profile requires review by a senior manager, you can assign it to them for further action.
How to Assign:
- Open the profile's detailed view.
- Locate the
Assignee
section (see screenshot below for reference). - Use the drop-down menu to select the desired operator.
- You can also transfer a profile you are currently assigned back to the general pool 'Remove assignee'.
- You can assign a profile currently assigned to another operator to yourself using the
Assign to self
option.
Filtering Assigned Profiles
Since you are not notified when a profile is assigned to you, this section explains how to filter for profiles requiring your review.
You can use Quick Filter to find a list of profiles assigned to you by:
- Step 1: Log in to kyc.blockpass.org.
- Step 2: Open the relevant service.
- Step 3: In the top left corner of the dashboard, click
Assigned to me
Filter with a particular status
- Use the filter located in the upper-left corner of the screen:
- Select a desired status under the
Status
category - Click
Assigned to me
- Select a desired status under the
This guide should help you manage profile assignments and stay on top of your workload within the platform.
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