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OS EDU - Dear CSM: How do I make someone a Supervisor for a user? Follow

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Rachelle Orozco
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Question : How do I make someone a Supervisor for a user in the Portal?

Answer : Great question - Your Portal Admin can follow these steps in the User Manager...

 

To make someone a Supervisor – go to Portal Tools> Manage Users> User Manager:

 

Then find the user you want to set the Supervisor for (they DO need to be an active user); right click by their username to get the dropdown to choose Edit Profile option:

 

Finally, choose the desired Supervisor by clicking the dropdown (they DO need to be an active user to show up in this list of options):

 

Thanks for the question, Kerri at DSPFCU!

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