Adding a user to an assessment
Roles and permissions
The following roles can add a user to an assessment:
Administrators
Compliance managers with manager permissions for the assessment
Users with manager permissions for the assessment
After you’ve created your assessment, you can add team members and assign them work. You can choose to add them to a single evaluation OR to the entire assessment.
Adding a user to the entire assessment
From the left menu, select Assessments.
Select your assessment.
Click the + icon in the upper-right corner.
The Member access window opens.
Select a user from the Name drop-down menu.
From the Role drop-down menu, select the user's role.
Optionally, enter a message.
Click Add.
If notifications are enabled, an email is sent notifying the user that they have been added.
Adding a user to a single evaluation
From the left menu, select Assessments.
Select your assessment.
Select the Evaluations tab.
Select the evaluation you want to add the user to.
In the right pane, click the + icon.
The Member access window opens.
Select a user from the Name drop-down menu.
From the Role drop-down menu, select the user's role.
Optionally, enter a message.
Click Add.
If notifications are enabled, an email is sent notifying the user that they have been added.