Hub administrators can set themselves or other Hub administrators as Proxy for different applicants. As a Proxy you can edit an applicant forms, and/or upload verification documents for them. This is especially helpful in instances in which the applicant requires assistance with their forms, or has given you a paper copy of a document, for example.
To set yourself or others in your team as Proxy for an applicant:
1. Navigate to the PLACEMENT dashboard
2. Using the checkboxes to the left of the applicants' names, select the ones to which you want to assign a new Proxy
3. Select CHANGE PROXY from the top of the dashboard
4. Confirm the Proxy change
5. Select the new Proxy, can be yourself or other Hub administrators. Confirm by selecting APPLY
6. You can filter on applicants assigned just to you or other Hub Administrators by using the Proxy filter from the PLACEMENT dashboard
Editing forms or uploading documents for an applicant when you are the Proxy:
1. Once you have been assigned as a Proxy for an applicant you will have access to the FORMS button next to their name. This will give you access to the Forms dashboard that the parents/guardians see when they create an account.
2. If you want to complete and submit a form for an applicant, select ANSWER next to the form's name. To edit any information on a previously submitted form, select EDIT. To upload documents for an applicant select UPLOAD next to the document name
