Set Up Coordinators

Add and manage Coordinators in your system. This help topic walks through how to create a new Coordinator and how to search for and update existing Coordinator details.

Ensure the Coordinator is registered as a User before initiating the Coordinator Setup process.

Complete the following steps to set up a new Coordinator:

  1. Go to Admin > Coordinator Setup > New Coordinator, the Coordinator Details window opens.

  2. Complete the required fields and select Save.

    Coordinator Details Page

Complete the following steps to Search for and Edit Coordinator information:

  1. Go to Admin > Coordinator Setup > Coordinator Search.

  2. Enter search parameters and select Search.

    Coordinator Search Page

  3. In the Search Results section select the Edit icon.

    Coordinator Search Results

  4. The Coordinator Details page opens, enter updates and select Save.

    Coordinator Details Page

Other Resources

User Management