Do I need to allocate an assessor and how do I do this?

Do I need to allocate an assessor and how do I do this?

The allocate assessor button has a very specific use and should only be used when trying to allocate an external assessor who is not part of your Click account

External assessor have a specific profile that needs to be requested by raising a ticket with our support team. 

There is a handy tool tip in Click if you hover over the allocate assessor button: 


Assessor example:
  1. A learner is using Click to complete the Residential Childcare diploma and needs their external assessor to be able to see and sign off the relevant Click courses. 
  2. The assessor contacts Grey Matter Learning support and is set up with their assessor profile.
  3. Their manager is then able to use the allocate assessor button to allow their assessor access to their course work. 
  4. When the assessor signs in they only see the individual staff who have been allocated to them and are not able to see the full staff team in the way the manager profiles can.

In almost every other case managers work for the same company as their learners so their access can be configured without needing to use the "allocate assessor" button.  The following articles show how to do this: 

In some rare cases a manager may need to see the full account for two or more different companies.  This can be achieved by adding them as a manager to both accounts and then using the toggle in the top left of the screen to switch between the accounts.





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