---
title: Pooling and Assign to Me
slug: generic-onboarding/pooling-and-assign-to-me
docTags: 
createdAt: 2024-09-09T13:58:19.659Z
---

## Pooling and 'Assign to Me' Feature

The 'Pooling and Assign to me' feature allows users in the back office system to create multilevel [roles](docId:-6ppLzGWYfopis17JLlhm), assign users to those roles, and submit applications for review and [escalation](docId\:zhPpOTTvuMsdqnuRqU8OK). The feature follows a hierarchical structure where managers have higher authority than employees.

![](https://api.archbee.com/api/optimize/w0YdjmC6Uxu0AJ6sPj9OT/SUCYF0jtl1ztfwLXvzPlv_image.png "Working of Pooling")

### Steps to Enable the Feature:

**Step 1: Create Multilevel Roles**

- In the back office system, navigate to the [role management](docId:-6ppLzGWYfopis17JLlhm) section.
- Create two roles: Manager and Employee.
- Set the Manager role as the top hierarchy as Level 1 and the Employee role as Level 2.

**Step 2: Create Users with Roles**

- Create users with Manager and Employee roles.
- Assign one user as the Pool User for the Manager role and another user for the Employee Pool.
- Create additional users for testing purposes, such as Employee\_User1, Manager\_Pool, and Manager\_User1.

**Step 3: API Call to Set Lowest Level User**

- Use the provided cURL API call to set the lowest-level user.
- Replace the API endpoint, application ID, and user ID with the appropriate values.
- Make a PATCH request with the Authorization header and the JSON payload.
- Set the 'lowestLevel' to false for all users except the lowest level user.
- Execute the API call individually to set the 'lowestLevel' flag to true for the lowest level user (Employee\_Pool).

**Step 4: Create Application**

- Use the Create Merchant API to create a new application.
- Select the desired branch for the application.
- Submit the application.

**Step 5: Assign and Escalate Application**

- Log in to the back office system as Employee\_User.
- Assign the submitted application to themselves.
- Escalate the application to the Manager level.
- The application will be escalated to Manager\_Pool.
- Log in to the back office system as Manager\_User1.
- Accept or take the desired action for the escalated application.

**Note: **The concept of pooling is commonly used in banking, where multiple officers review applications and escalate them to higher authorities for further verification and final decision-making.