Assigning Respondents to an Assessment
Adding team members, selecting who responds to what
3 min read•Article 2 of 7 in Assessments
Assigning Respondents to an Assessment
After creating an assessment, assign team members to respond.
How to Assign Respondents
1.Open the assessment detail page
2.Click Assign Respondents
3.Select team members from your workspace
4.Confirm assignments
What Happens When You Assign Someone
- •The respondent receives an email notification
- •The assessment appears in their dashboard
- •They can begin responding immediately (if the assessment is In Progress)
Assignment Considerations
- •One or many — You can assign one respondent to the entire assessment, or split responsibilities across multiple people
- •Role requirement — Assigned users must have at least the Respondent role
- •Notifications — Respondents are automatically notified of new assignments and approaching due dates
Managing Assignments
After initial assignment:
- •Add more respondents at any time
- •Remove respondents who haven't started
- •View each respondent's progress
- •Send reminder notifications
Tips
- •Assign domain experts to relevant sections when possible
- •Don't overload a single respondent — distribute the workload
- •Use the progress tracker to monitor completion