Manage Trusted Intermediaries
CiviForm Admins are responsible for setting up and managing Trusted Intermediaries. A Trusted Intermediary Group is a Community-Based Organization (CBO) that helps people apply for benefit programs. A Trusted Intermediary is a CBO staff member who interacts with Applicants.
Watch the video or follow the step-by-step guide below.
- 1.Sign in to CiviForm as a CiviForm Admin.
- 2.Click Intermediaries on the navigation bar.
- 3.Enter information for the group.
- 4.Click Create. The new group appears in the list of groups.
Note: Once the Trusted Intermediary Group field is set, it cannot be edited.
- 1.Sign in to CiviForm as a CiviForm Admin.
- 2.Click Intermediaries on the navigation bar and select a Trusted Intermediary Group.
- 3.Click Edit.
- 4.Enter the work email address of the staff member you wish to add.
- 5.Click Add. The new staff member appears in the list of groups.
- 1.Sign in to CiviForm as a CiviForm Admin.
- 2.Click Intermediaries on the navigation bar.
- 3.Select a Trusted Intermediary Group and click Delete. The group and its associated members are removed from the list of groups.
Note: Deleting a group also deletes the group members. However, program applications submitted by the deleted group remain in the system.
- 1.Sign in to CiviForm as a CiviForm Admin.
- 2.Click Intermediaries on the navigation bar.
- 3.Select a Trusted Intermediary Group and click Edit.
- 4.Select a Trusted Intermediary and click Delete. The Trusted Intermediary is removed from the list of members for the group.
Note: Deleting a Trusted Intermediary doesn’t remove the program applications submitted by the group member.
Last modified 1yr ago