If a client (business) has multiple contacts (people) associated with the client portal, controlling access to certain questions and sensitive information can be imperative. Assignable Questions allows each question to be assigned to the appropriate contact.
If Assignable Questions is enabled, each contact will only see the questions assigned to them in the Client Portal.
If multiple contacts are listed but Assignable Questions is not enabled, all contacts will see all questions asked for that clients.
Pro tip
Automated reminders are also conditional based on question assignee. Contacts that are not assigned to the unanswered question(s) will not receive any enabled reminders.
Contacts with admin access will be able to view all questions even if they are not assigned, and will only receive automated reminders (when enabled) for questions they are specifically assigned to.
Enabling Assignable Questions
To enable Assignable Questions, go to a client's close, access their portal settings, and under the Contacts tab, check the box that says Assignable Questions.
Questions pending assignment
At the time that Assignable Questions is enabled, any questions that have not been assigned must be assigned to a contact; otherwise, they will not be visible in the Client Portal.
Double will remind users to assign any questions without an assignee via a banner in the Portal Settings.
Assigning Questions
When asking a question, select the contact who should answer it so the question appears in their view of the client portal.
Asking questions on a single transaction
Asking questions in bulk
Existing transaction questions
Existing non-transaction questions
Reassigning question assignees
If Assignable Questions is enabled and one contact directs the question to another contact, reassign the question by clicking into the Assignee cell, make changes as needed, then click "Apply."
Transaction questions
Non-transaction questions
Contacts can reassign questions from the portal
If a client contact does not have the necessary context to answer a question, they can reassign it to another client contact with portal access.
The reassignment history will show who reassigned the question and when. If a question is reassigned in error, it can be reassigned back to the original contact.
Previewing the client portal
Preview the portal experience by contact under Portal Settings > Contacts (tab) > Preview.
Assignable questions: Applying templates
Are questions automatically assigned when a template is applied that includes a question?
No - Double does not automatically assign questions to contacts when a template is applied.
How do I make an assignable question visible to my contact after a template is applied?
The same way as assigning a transaction question. Select the contact you want to answer the question when adding the question to the Client Portal.
Does the question(s) show in the client portal as soon as the template is applied?
No - The question(s) will exist in the portal, but it will not be visible to any contact, because it is has not been assigned yet. This is only true when Assignable Questions is disabled.