Adding a Collaborator as a Questionnaire Recipient

Table of Contents

• Summary
• Steps
  • How to Add Collaborators
  • How to Remove a Collaborator
  • How to Assign a Question to a Colleague
  • How to Remove Assignments
• FAQ
• Additional Resources

Summary

Add colleagues as collaborators to complete questionnaire requests together. Collaborators can be added as Team Members (full access) or assigned specific questions for targeted accountability. All answers are retained for future reference by collaborators.

Note: Depending on your company settings, you may not see the Team Members option. In this case, assign any question to a colleague—they'll gain access to the entire questionnaire by unchecking the "Assigned to Me" filter. How To Assign a Question to a Colleague.

📋 Steps

How to Add Collaborators

1. Open the questionnaire

2. Under Team Members at the top corner, click the + icon next to the user initials

3. In the window that appears, click Add New.

4. Enter the collaborator's Title, First Name, Last Name, and Email, and click Save

The new team member will receive an email invitation to register and access the questionnaire.

How to Remove a Collaborator

1. Open the questionnaire
2. Click the + icon under Team Members
3. Uncheck the collaborator in the Select column and click Save

Note: Removed collaborators cannot submit answers. To re-add them, follow the steps above.

How To Assign a Question to a Colleague

1. Open the questionnaire

2. Click within the question box you want to assign and click the person icon on the lower right

3. In the Assign a Collaborator box, select Assign Teammate and choose your colleague for select –Add Teammate– to invite someone new)

4. Select a Due Date and then click Save.

The teammate's initials will appear on the assigned question. They'll receive an email invitation, and the questionnaire will automatically filter to show only their assigned questions.

Note: If a questionnaire is canceled, assigned questions remain on both users' Dashboards. The assignee can enter mock answers to clear the action item.

How to Remove Assignments

1. Open the questionnaire
2. Click the user's initials/due date on the lower right of the assigned question
3. Click Remove in the pop-up window

❓ FAQ

I've completed the questionnaire, but don't see a submit button.

The questionnaire has likely been reassigned to someone else. Contact the requester to confirm the current assignee. Once reassigned to you or added as a collaborator, the submit button will appear.

What access do collaborators have as team members?

Team members can view all answers, submit the questionnaire, and publish it to the Whistic Trust Center Exchange once complete.

Why assign questions to individuals?

Assigned users become full team members with access to all questions. They can use filters to view only their assigned questions for focused work.

Where do I find the questionnaire I've been added to?

Pending questionnaires appear as line items on your Dashboard.

I don't see the Add Team Member button. How do I add collaborators?

Assign any question to your colleague—they'll be added as a team member. Have them uncheck the "Assigned to Me" filter to see all questions.