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. |
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