Assigning participants to supporters controls which participants a designated-access supporter can view and support in Equip. This is useful when a team member should only see a specific caseload instead of every participant in the account.

How It Works

Supporter assignments connect one or more participants to a team member. Team members with designated access only see the participants assigned to them. Team members with broader access may be able to see more participants based on their role permissions.

You can manage supporter assignments from either side of the relationship:

Open a participant and choose which team members support them.
Open a team member and choose which participants they support.
Use batch actions from the participant list to assign several participants to the same supporter at once.

Assign Supporters from a Participant Profile

Open the participant profile.
Select Edit Profile and Settings.
Open the Access tab.
In Assignments, use Assigned Supporters to choose the team members who support that participant.
Select Save Changes.

Assign Participants from a Team Member Profile

Open the team member profile.
Select Edit Profile and Settings.
Open the Access tab.
If the team member has designated access, use Supported Participants to choose the participants this team member can access.
Select Save Changes.

Assign Multiple Participants at Once

Use batch actions when the same supporter needs access to several participants.

Go to the participant list.
Select the participants you want to assign.
Choose the supporter or supporters from the batch action bar.
Select Assign Supporter or Assign Supporters.

This is helpful when a designated-access supporter is responsible for a caseload, class, cohort, or group of participants.

Important Access Notes

Designated access limits visibility. A designated-access supporter can only see participants assigned to them.
Group lead status does not assign access by itself. If a group lead also has designated access, assign the participants as supported participants so the team member can view the right profiles.
Role permissions still apply. Assigning a participant controls visibility, but the team member's role determines what they can do once they have access.
Sensitive information stays protected. Supporters do not receive access to restricted legal or medical information just because they are assigned to a participant.

Best Practices

Review supporter assignments whenever a team member's caseload changes.
Use batch actions for large assignment updates.
Confirm the team member's role has the right access level before assigning participants.
For group leads with designated access, assign the individual participants they should support.

FAQs

Does assigning a supporter add them to the participant's group?
No. Supporter assignments control participant visibility and support access. Group membership is managed separately.

Does making someone a group lead give them access to every participant in the group?
No. If the group lead has designated access, they still need the appropriate participants assigned to them.

Can I assign more than one supporter to the same participant?
Yes. A participant can have multiple assigned supporters.

Can I assign one supporter to many participants?
Yes. Open the team member's Access tab or use participant batch actions to assign several participants at once.

Understanding Role Terminology in Equip
Introduction to Groups

Assigning Participants to Supporters