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Add or Change Assessment Collaborators

Organizations responding to assessments can change assessment owners and invite new assessment collaborators. This feature helps organizations assign assessments to the right teams. Any assessment owner, collaborator, or questionnaire admin can take advantage of these features.

  • Note: This feature is not available by default. If interested, please reach out to your Account Manager or contact Support.

  • Note: This feature is only available for active or ongoing assessments. It is not available for Completed or Closed assessments.

This article covers the following topics:

Navigating to Active Assessment

Both guests and subscribed users can change owners and modify collaborators.

For Guest Users

Guest Users can navigate to the Partners Module and click on the intended partner which will take the you to the Portal Assessments Screen.

Partners Module/Partners Screen/Partners Profile[R360]

Once on the Portal Assessments Screen, under Active Assessments tab, click on the assessment you intend to add or change collaborators on.

Partners Module/Partners Screen/Partner Profile/Active Assessments

For Subscribed Users

For subscribed users, you can click on the Portal Assessments Module, Portal Assessments Screen , and under the Active Assessments tab, click on the desired assessment name.

Assessments Module/Active Assessments/Assessment [R360]

Managing Owners and Collaborators

Users can access both changing owners and collaborators through the Collaboration action in the assessment header.

From the Answering Screen, click on Collaboration, as shown below.

Add or Change Assessment Collaborators 2[R360]

Change Owner

Updating the assessment owner will change the current owner to a collaborator and send the new owner an email. The organization that published the assessment will see the recipient updated to this new owner.

  1. Within the Change Collaborator(s) Window, click + New Owner.

    Add or Change Assessment Collaborators 3[R360]

  2. Click on the dropdown arrow as shown below to select an existing user as the New Owner.

    Add or Change Assessment Collaborators 4[R360]

    Alternatively, you can also add a new owner on-the-fly by typing in their email address as shown below and clicking on the Add "email" link.

    Add or Change Assessment Collaborators 5[R360]

  3. You can send a message to the new owner in the optional message box. Please note that by default, the system adds the old owner as an additional collaborator, but they can be removed if you click on the X next to their email address. Click the Change Collaborator(s) button to save your changes.

    Note: A success message will be displayed at the bottom of the screen and the associated email notifications will be sent.

Adding Collaborators

Adding collaborators lets you invite team members to work on the assessment and respond to each question. Collaborators can fully participate in an assessment by responding to questions and clarifications, assigning individual questions, and submitting responses. Adding or removing collaborators is managed through the same screen.

Note: A success message will be displayed at the bottom of the screen and the associated email notifications will be sent.

  1. Within the Change Collaborator(s) Window, click + Additional Collaborator(s) as shown below.

    Add or Change Assessment Collaborators 6[R360]

  2. Click on the dropdown arrow and select any users you would like to add as additional collaborators.

    Add or Change Assessment Collaborators 7[R360]

    Alternatively, you can also add a new additional collaborator on-the-fly by entering their email address and clicking on the Add "email" link.

    Add or Change Assessment Collaborators 8[R360]

  3. Once finished, you have the option to add a message and/or click on the Change Collaborator(s) button to save your changes. A success message will be displayed at the bottom of the screen and the associated email notifications will be sent.