Our Assessment application is currently separate from the Measurement application. Therefore, it is necessary to add and manage users separately in Assessments. Not every colleague will need access to the Assessments app.
Adding people to a business account
- Click on the three dots in the upper-right corner of the homepage of your business account in Assessments.
- Choose Manage Users.
- On this page, you can add users. You must always assign roles to a new user. The roles are:
- Admin: With this role, a user can manage other users and schedule audits and assessments.
- Account Respondent: With this role, a user can perform all tasks on an account, such as answering questionnaires, assigning questions, and creating tasks. This user cannot invite other users, or schedule audits and assessments.
- Here you can also change or remove roles from current users.
Adding respondents to a questionnaire
It is also possible to add users to a specific questionnaire. Respondents must always create their own account before they can access a questionnaire. A respondent can only see and answer one specific questionnaire.
Click on the three dots in the upper-right corner.
Select Manage Users.
Click on the green button: Add Respondent and invite the respondent with an email address.
Assigning questions
You can assign questions to individuals. These can be either existing users or people who do not yet have an account. Through an email address, they will receive an invitation informing them that a specific question is ready for them to answer.
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