Assigning a Third Party User as the Secondary Company Lead on a Supervisory Activity

How to assign a third party user (TPU) as the secondary company lead on a supervisory activity (SA).

Before you begin

About this task

The Primary Company Lead can assign a Third Party User (TPU) as a Secondary Company Lead on an SA.

In this role, the TPU can take all the actions on a SA and transmit material to the agency EXCEPT for the following actions:

  • Respond to the Report of Examination
  • Request a Report Response Due Date Extension

A TPU cannot be assigned as the primary company lead.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Participants.

    Participants command on the Supervisory Activity menu
  3. Click Manage Company Lead(s).
    Button: Manage Company Leads
  4. Select Secondary Company Lead.
  5. Select who you would like to assign as the secondary company lead.
    • An existing participant
    • A new company user
  6. Select the desired TPU participant from the drop-down menu.
  7. Click Manage Secondary Company Lead.