Super Administrators can create person categories in global settings. Once set up, users can be assigned to the appropriate category. This information can then be included in form templates and certificates, for example certificates issued after a user is assessed as fit and proper.
To add a user to a category, follow the below steps.
Switch to admin view.
Click Workforce then select Certified Functions.
Click Assign Function.
Drag and drop relevant categories to the selection on the right, then click Next.
Drag and drop relevant users to the selection on the right, then click Next.
If assign to a legal entity is chosen when setting up the category group, drag and drop the relevant entity to the selection on the right.
Repeat step 6 to add users to multiple legal entities.
Click Confirm.