OVERVIEW
This article provides instructions on how to nominate a user to act on behalf of another participant in surveys in Lighthouse.
INSTRUCTIONS
1. Log in to your Lighthouse instance.
2. In the top menu bar, select ‘Manage’.
3. Then locate the required survey group from the menu i.e. ‘General Surveys’, ‘Assurance Surveys’ or ‘Compliance Surveys’.
4. Select the desired survey from the list of surveys that appear.
5. Locate the participant you’d like to assign an actor to.
6. Click the box next to the Participant to select them.
7. Click the ‘Action’ button in the menu bar
8. Select ‘Assign Actor’. * Please note you can only assign Actor to an open survey.
9. Choose the user you want to nominate as the actor by searching for them in the Popup Modal.
10. Confirm your selection.
11. To remove an actor, follow the same process and select “Remove Actor” instead.
Important Notes
- ‘Acting As’ is not the same as Proxy: it respects survey logic, mandatory fields, and reporting relationships.
- Acting users must be enabled in Lighthouse, even if they are not original participants.
- All actions are auditable and transparent for governance purposes.