Assign Specific Leaders

You can assign a single leader to a specific participant to help usher them through a step. This is more practical when you have multiple step or pathway leaders.

You'll need the Manage Pathways permission.
  1. Log in.
  2. Click Admin > Pathways.
  3. Click the name of the pathway.
  4. On the Steps tab, click a step name.
  5. Select the check box next to one or more participants.
  6. Click the Select an action drop-down list, and select Assign a Leader.
  7. Select a leader.
  8. Click Save.