While evaluating an assessment, Questionnaire Owners and Questionnaire Admins in Partner/Vendor Connect can change the recipient on an open assessment without revoking the current assessment and publishing another one.
Steps to Change the Recipient
1. Navigate to the Active Assessments screen from the Assessments module as shown above.
2. Click on the 3 dots and select Change Recipient to select an alternate recipient.
3. Click on the New Owner and select a new recipient from the drop-down list. You can also add a new recipient on-the-fly by entering their email address.
4. Write an optional message for your new recipient and then click on the Change Recipient button as shown above.
Tip: To change the recipient successfully, the domain name for the new recipient must match the domain name of the original recipient.
New Recipient: email@example.com
Adding Additional Recipient
Users have the option to select multiple contacts by clicking on the "Additional Recipient" button as shown above.
Note: Users can check the checkbox as shown above post in which the original recipient will receive an email notifying them that they are no longer the recipient for that specific assessment. You can uncheck the Notify checkbox if you do not wish to notify the original recipient.