How To: Assign Scorecards to Underwriters

Scenario: Assigning scorecards can be used for one of two functions
1. As an Underwriter Manager, I want to assign scorecards to my team members.

2. As an underwriter on a team, I want to assign myself a scorecard

1. Navigate to the Assigned Underwriter column

Access Team View by selecting “Team View” in the left-hand panel of your workspace. Select "Click to assign"

2. Assign: select the pencil icon,  assign to anyone on your Underwriting Team or to yourself and hit enter.