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.

Create a Trusted Intermediary Group

1. Sign in to CiviForm as a CiviForm Admin.

2. Click Intermediaries on the navigation bar.

3. Enter information for the group (Note: The group name should be unique).

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.

Add a Trusted Intermediary to a Trusted Intermediary Group

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.

Delete a Trusted Intermediary Group

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.

Delete a Trusted Intermediary Group member

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.