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Managing response-only users

Learn about response-only users/third-party users/respondents

Response-only users, Third-Party users, or respondents, are users that can:

  1. Respond to Question-Based Assessments (QBA) to which they have been invited
  2. View and update issue actions

These users can only see the My Tasks module, where they can access the assessments and issue actions they have been assigned to.

Response-only users can be invited to any Third-Party and can belong to one or more Third-Parties.

You can add internal users to Third-Parties if you need them to respond to an assessment on behalf of the Third-Party, or to assign them an issue action to manage on behalf of a Third-Party.

Adding response-only users

To add a response only user, head to the Third-Party module and select the Third-Party to which you would like to invite them

Click on the Respondents tab (1), click on New User (2), enter the email address of the respondent (3).

You can add multiple users. When you are done, click Add.

The user(s) will appear in the Respondents tab in the Third-Party.

The user/s will also appear in Administration > Users > Respondents.

The user will not be sent an email until they have been invited to an assessment or assigned to an issue action.

Removing response-only users

To remove a response-only user from a Third-Party, in the Respondents tab, click the more button and select Remove.

The user will lose access to any assessments or issue actions related to that Third-Party.

If the user belongs to more than one Third-Party, they will still be able to access assessments and issue actions related to those other Third-Parties.

You can view and manage all response only users from all Third-Parties from the Respondents tab in Administration > Users.

Upgrading response-only users 

Response only users can be upgraded to become licensed internal users. To upgrade a user, navigate to Administration > Users and select the Respondents tab. Then click on the user you want to upgrade and select Upgrade.

Select the User role, then click Upgrade.

Your Upgraded user will be removed from the Respondents list and added to the User list under the Users tab.