How to Collaborate on Assessments

Prerequisites

An existing assessment for a vendor

Access to the vendor details page

Team members added to the platform (for internal collaboration)

Internal Collaboration

Assigning Team Members

Navigation: Vendor Details → Teams Tab

Open the vendor's detail page.

Navigate to the Teams tab.

Add team members who should be involved in this vendor's assessments.

Each team member can view and contribute to the vendor's assessments based on their role.

Using Comments

Navigation: Vendor Details → Comments Tab

Navigate to the Comments tab on the vendor details page.

Add comments to discuss findings, raise concerns, or share notes.

All team members assigned to the vendor can view and respond to comments.

Comments are timestamped and attributed to the author for audit trail purposes.

> Tip: Use comments to document review decisions and flag items that need follow-up. This creates a clear audit trail.

External Collaboration (Vendor-Side)

How the Assessment Portal Works

When you send an assessment to a vendor, they receive a link to the Assessment Portal (assessment-ui).

The vendor's SPOC can:

View all questions in the assessment

Provide responses to each question

Upload supporting documents

Track which questions are pending vs completed

Multiple users from the vendor's side can collaborate on the same assessment.

Collaborator Workflows

The assessment portal supports multi-user collaboration:

Primary Respondent — the main vendor contact who receives the assessment

Additional Collaborators — other vendor-side users who can be invited to contribute

Each collaborator can work on different sections simultaneously

> Note: Collaborators from the vendor side only have access to the specific assessment they are invited to. They cannot see other vendor data on the platform.

Managing Documents

Navigation: Sidebar → Documents / Vendor Details → Documents Tab

Both internal team members and vendor collaborators can upload documents.

Documents are stored centrally and linked to the relevant vendor.

Use the Documents section in the sidebar for a global view across all vendors.

Use the Documents tab on a specific vendor's page for vendor-specific files.

Troubleshooting

Issue	Solution
Team member cannot see the vendor	Ensure the team member has been added to the vendor's team under the Teams tab.
Vendor did not receive the assessment link	Verify the SPOC email is correct. Check spam/junk folders. Resend the assessment if needed.
Comments not visible to team members	Only users assigned to the vendor's team can see comments. Add the user to the team first.
Collaborator cannot upload documents	Verify the assessment portal permissions allow document uploads. Contact support if the issue persists.