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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

  1. From the left menu, select Assessments.

  2. Select your assessment.

  3. Click the + icon in the upper-right corner.

    generic-facepile-add-icon.png

    The Member access window opens.

  4. Select a user from the Name drop-down menu.

  5. From the Role drop-down menu, select the user's role.

  6. Optionally, enter a message.

  7. Click Add.

    If notifications are enabled, an email is sent notifying the user that they have been added.

    assessments-add-user3.png

Adding a user to a single evaluation

  1. From the left menu, select Assessments.

  2. Select your assessment.

  3. Select the Evaluations tab.

  4. Select the evaluation you want to add the user to.

  5. In the right pane, click the + icon.

    assessments-add-user-evaluation.png

    The Member access window opens.

  6. Select a user from the Name drop-down menu.

  7. From the Role drop-down menu, select the user's role.

  8. Optionally, enter a message.

  9. Click Add.

    If notifications are enabled, an email is sent notifying the user that they have been added.