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Assigning a user to an evaluation

Roles and permissions

The following roles can assign a user or group to an evaluation:

  • Administrators

  • Compliance managers with manager permissions for the assessment OR the evaluation

  • Users with manager permissions for the assessment OR the evaluation

  • Limited access users with manager permissions for the assessment OR the evaluation

This article explains how to assign a user or group to an evaluation.

Assigning a user or group to a single evaluation

  1. From the left menu, select Assessments.

  2. Select your assessment.

  3. Select the Evaluations tab.

    evaluations-tab-generic.png

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

  5. In the right pane, expand the Assignee section.

    evaluations-assignee-section.png

  6. Do one of the following:

    1. To assign the evaluation to an individual assignee, hover over the current assignee, then click the Edit icon. Select a new assignee from the drop-down menu.

    2. To assign the request to a group, hover over Individual, then select Group. Click Select group. Select a group from the drop-down menu. If the group has a designated lead, that individual automatically becomes the owner. If the group doesn't have a lead, you can hover over the current owner and select a new owner.

    Hyperproof automatically saves your changes.

Assigning a user or group to evaluations in bulk

  1. From the left menu, select Assessments.

  2. Select your assessment.

  3. Select the Evaluations tab.

    evaluations-tab-generic.png

  4. Click the Grid view icon.

    grid-view-generic.png

  5. Select the checkboxes next to the evaluations you want to edit.

  6. Click Assignee.

    evaluations-assignee-link.png

    The Edit assignee window opens.

  7. Do one of the following:

    1. To change the individual assignee, hover over the current assignee, then click the Edit icon. Select a new assignee from the drop-down menu.

    2. To change the assignee to a group, hover over Individual, then select Group. Click Select group. Select a group from the drop-down menu. If the group has a designated lead, that individual automatically becomes the assignee. If the group doesn't have a lead, you can hover over the current assignee and select a new assignee.

  8. Click Review.

    The Review and confirm window opens.

  9. Click Confirm.

    The evaluations are assigned to the user or group.

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