This article explains how to assign profiles to yourself or other operators and how to 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:

  1. Open the profile's detailed view.
  2. Locate the "Assignee" section (see screenshot below for reference).
  3. Use the drop-down menu to select the desired operator.

Screenshot 2024-05-06 at 15.02.15.png

  • 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:

  • Log in to
  • Open the relevant service.
  • In the top right corner, use the Quick Filter and select "Assigned to Me

Filter with a particular status

  • Follow steps 1-3 from the above section.
  • Click '+ Add' below the filter section.
  • Choose the desired status from the available options.
  • Including "Blocked" Profiles:
    • Change 'Status' to 'Blocked' and select the option you wish to filter.

This guide should help you manage profile assignments and stay on top of your workload within the platform.




Article is closed for comments.

Was this article helpful?

1 out of 2 found this helpful
Powered by Zendesk