The assessment owner can add or remove contributors to an assessment, assign them either full assessment access or section-specific access based on their responsibilities and expertise. Contributors can work simultaneously on
the assessment, enabling real-time collaboration and efficient progress.
Vorbereitungen
Role required: sn_smart_asmt.actor
Prozedur
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Navigate to your workspace and then to your list of assessments.
Here’s an example of how to navigate to this list in the Compliance Workspace.
- Navigate to .
- Select the tasks icon (
).
- Select the Control attestations on the left panel.
- In the My pending tasks related list, the assessments are displayed.
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Select the assessments in which you want to add contributors.
The assessment owner and admin can add additional contributors to the assessment.
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From the contextual sidebar, select the Contributors icon
.
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Select the Manage button.
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In the Manage contributors window, to add contributors with full assessment access:
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In the Assessment assess section, select the Select contributors field.
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From the dropdown list, select a contributor and repeat to add additional contributors.
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Select Save and close.
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In the Manage contributors window, to add contributors with sectional access:
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In the Sectional access section, select the Assigned users field for the Section you want to assign contributors to.
If they have expertise across different areas, you can assign the same user to multiple sections.
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From the dropdown list, select a contributor and repeat to add additional contributors.
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Select Save and close.
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In the Assessment assess or Sectional access section, select the remove icon
next to the contributor's name you want to remove.
In the
Sectional access section, select
Assigned users to display the remove icon

.
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Select Save and close.