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Adding a user to a questionnaire

Roles and permissions

The following roles can add a user to a questionnaire:

  • Administrators who are members of the Vendor Register or of the questionnaire

  • Compliance managers who are members of the Vendor Register or of the questionnaire

  • Users who are members of the Vendor Register or of the questionnaire

  • Limited access users who are members of the Vendor Register or of the questionnaire

Vendor Register members receive inheritance on questionnaires:

  • Members of the Vendor Register who are managers inherit manager permissions on questionnaires.

  • Members of the Vendor Register who are contributors inherit contributor permissions on questionnaires.

  • Members of the Vendor Register who are limited access users (viewers) inherit viewer permissions on questionnaires.

Note that a user does not need to be added to the Vendor Register to be added to a questionnaire.

Adding a user or group to a single questionnaire

The steps below explain how to add a user or group to a single questionnaire.

  1. From the left menu, select Vendors.

  2. Select the Questionnaires tab.

    questionnaires-tab.png
  3. Select the questionnaire you want to add the user or group to.

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

    questionnaire-facepile.png

    The Member access window opens.

  5. From the Add tab, do the following:

  6. Click Add.

    The user or group is added to the questionnaire.

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