This article will guide you through the process of adding and managing internal users on the Partner Connect side and the Client Connect side. Please note that users can be added on either the Partner Connect side, Client Connect side, or both, depending on their role in the DDQ workflow.
This article covers the following topics:
Audit users can be added on the Partner Connect Side to manage, publish, and evaluate assessments.
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From the Partner Connect Side, navigate to the System Admin Module and Users screen. Once here, click on the Add User button to add a new user.
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Enter the user's details and configure the roles, capabilities, and permissions the user is required to have for this respective side. Once done, click on the Save button to successfully add the new user.
When adding an internal Partner Connect user, System Admins can configure the roles, capabilities, and permissions the user is required to have for the respective side(s). For more information about enabling modular admin capabilities, please see our full help article: Modular Admin Capabilities.
Users responding to assessments need to be added on the Client Connect side.
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As a System Admin, log into the platform and switch to the Client Connect side by clicking on the 9 Dot icon in the navigation column on the left-hand side, as shown below.
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Once on the Client Connect side, navigate to the System Admin Module and Users screen. From here, click on the Add User button to add a new user.
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Enter the user's details and configure the roles, capabilities, and permissions the user is required to have for this respective side. Once done, click on the Save button to successfully add the new user.
Users can be added on both the Partner Connect side and Client Connect side if they need the ability to publish, respond to, and evaluate assessments.
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Note: Users must first accept the initial invitation they receive and register their account on that side before they can be added as a user to the additional side. |
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First add a user to the Partner Connect side or the Client Connect side. Please see the sections above for full instructions on adding the user to the respective side.
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Once the user is successfully added to one side and they have registered their account, their user status will update to 'Subscribed'.
Once subscribed, navigate to the other side, and then navigate to the System Admin Module and Users screen.
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Once here, find the respective user and click on their name. Their invitation status should state 'Not Subscribed for Partner/Client Connect', which means they do not currently have access to this side.
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From the User's Details Screen, click on the Application Module and Data toggle switch to grant the user access to this side.
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Configure the roles, capabilities, and permissions the user is required to have for this respective side. Once done, click the Save button to successfully update the user's details.