One of the useful features of the Thomas Assess Accredited is being able to share candidates' details and assessment data between different users within an organisation. This allows for ease of access to candidates' results and is also ideal if you would like to monitor assessment activity (if you are the main administrator).
To get started, select the 'People' tab from the home page and then 'share candidates'.
If you are the main administrator, you will be presented with a similar screen to the below:
If you are a sub administrator, you will be presented with a similar screen to the below:
- You are able to view the sub administrators in your organisation in the 'sub administrators' drop down menu (top right of the screen). You are able to select a sub administrator and manage their sharing options. Please note: this option is only possible for main administrators.
- By selecting the 'All Future' box and then 'Update', all future candidates that you will assess will automatically be shared with your chosen sub administrators. If you would like to apply this option to all of your sub administrators, select 'Check All' and then 'Update'.
- The View option allows you to share specific candidates. Upon selecting this option, you will be presented with all of the candidates that exist on your system. You are then able to select who you would like to share.
- Share existing candidates allows you to share all of the existing candidates on your system with your chosen sub administrator/s.
Once you have chosen and updated your desired sharing option, click on the settings/gear icon (located next to the Request Units icon). You can then select the 'Admin & Sub Admin' tab on the left menu, and thereafter the 'view current profile' and 'Advanced Options 'tabs.
It is important that the Display Shared Candidates box is selected, as this will ensure that your candidates will be shared with the relevant sub administrator/s, irrespective of the sharing option that has been chosen. Finally, remember to 'Save Changes'.