When your partnersends you an assessment, you can easily view, manage, and answer your active assessments using our Portal Assessments Module on Client Connect.
Navigate to the Partners Module, click on the Partner's name, then click on Assessments.
Navigate to the Portal Assessments Module, click on the to the Active Assessments tab, and select the desired assessment as shown below.
You also have the option to open the assessment from the initial email sent by your partner.
Click on the Get Started button as shown below.
Once you have accessed the assessment, you will be navigated to the Instructions section where you can view the instructions provided by your partner.
Click on the Start Answering button to begin answering the assessment.
For more information on viewing and answering assessments, please see our help article below: