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Assign Subjects to Analysts

Assign Subjects to Analysts

Assigning a subject to a Ferretly analyst (Analyst Assistant) means the analyst will:

  1. Perform identity resolution (locate the subject’s social media profiles)

  2. Run the social media check

  3. Review flagged posts and redress the report

This is not the same as changing the subject owner inside your organization.

You will:

  1. Assign at add-subject time (automatic or Submit), or

  2. Assign existing subjects from Subjects

  3. Confirm the assign dialog

Continue → Step 2

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Step 2: Assign when adding a new subject

With Analyst Assistant, new subjects are typically assigned to an analyst when you submit them for processing.

  1. Manually add a subject through the wizard.

  2. On the Subject Summary step, click Submit (bottom right) to send the subject for analyst processing without running the check yourself.

Statuses progress through Searching Profiles and then Analyst Queued while a Ferretly analyst reviews the subject.

When you submit a subject (or click Run Check without Analyst Assistant), Agentic AI profile search can begin immediately to uncover social profiles.

Continue → Step 3

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Step 3: Assign existing subjects

  1. Click Subjects in the left navigation. On smaller screens, this may appear as a person icon.

  2. Find the subject(s) to assign.

### One subject

  1. Click the three dots to the right of the subject.

  2. Click Assign Subject.

### Multiple subjects

  1. Select the checkbox for each subject.

  2. Click the assign icon in the top right.

Continue → Step 4

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Step 4: Complete the Assign dialog

  1. In the Assign Subject(s) window, select the Ferretly Analyst radio button.

  2. Click Assign (bottom right).

To assign a subject to another user in your organization instead, see Change Subject Ownership.

Continue → Step 5

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Step 5: What happens next

After assignment:

  1. Profile search and analyst queue statuses appear on Subjects.

  2. The analyst resolves profiles, runs the check, and redresses flagged content.

  3. You are typically notified when the subject is Redressed (green check on the profile picture).

Continue → Step 6

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Step 6: Troubleshooting

Problem

What to try

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No Ferretly Analyst option

Confirm Analyst Assistant is on your plan; check whether the subject is already assigned to an analyst.

Want to change owner, not analyst

Use Change Subject Ownership.

Status stuck in Analyst Queued

Allow time for analyst capacity; contact Ferretly support if it remains far beyond your SLA.

Need to run the check yourself

Use Running Checks for New Subjects or Running Checks on Existing Subjects if your process allows self-serve runs.

Continue → Step 7

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