Manage assessment contributors

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.

Before you begin

The Smart Assessment Collaboration plugin (com.sn_smart_collab) must be installed.

Role required: sn_smart_asmt.actor

Procedure

1. 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.

   1. Navigate to All > Policy and Compliance > Compliance Workspace.
   2. Select the tasks icon

3.  Select the **Control attestations** > **Smart Assessments** on the left panel.
4.  The smart assessments list is displayed.

1. Select the assessments in which you want to add contributors.

   The assessment owner and admin can add additional contributors to the assessment.

2. From the contextual sidebar, select the Contributors icon

1. Select the Manage button.

2. In the Manage contributors window, to add contributors with full assessment access:

   1. In the Assessment access section, select the Select contributors field.

   2. From the dropdown list, select a contributor and repeat to add additional contributors.

   3. Select Save and close.

   If no users appear in the Select contributors field, confirm the following:

   • The users you're adding have the sn_smart_asmt.actor role.
   • The Smart Assessment Collaboration plugin (com.sn_smart_collab) is installed and active.

   • In the Manage contributors window, to add contributors with sectional access:

   • 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.

   • From the dropdown list, select a contributor and repeat to add additional contributors.

   • Select Save and close.

3. In the Assessment access or Sectional access section, select the remove icon

In the **Sectional access** section, select **Assigned users** to display the remove icon

1. Select Save and close.