To keep contacts current and assessments moving to completion, Assessment Owner and Engagement Owner contacts are now visible on the assessment details page with the ability to update and/or add a contact.
Update Engagement Owner (Clients)
Update Assessment Owners (Vendors)
Update Engagement Owner (Clients)
Engagement Owners are supplier employees managing client relationships, typically as account managers in sales, customer success, or customer experience. As a client, if you are notified of a new vendor stakeholder for an assessment, you can now edit directly in the platform and no longer need to contact Customer Support.
The new Engagement Owner feature lets clients add and/or change an owner. This can be done by searching and selecting an existing contact in the platform or by adding a new contact. Only a client user can update the assigned Engagement Owner. A Vendor user CANNOT edit an Engagement Owner.
Pro Tip: Double check email addresses for typos – having accurate contact info will keep the assessment process flowing. Bounced or incorrect emails can cause significant delays.
Update Assessment Owners (Vendors)
Assessment owners are supplier employees, usually a security contact, responsible for completing the assessment.
The new Assessment Owner feature lets suppliers add and/or change an owner. This can be done by searching and selecting an existing user in the platform or by adding a new user to the vendor’s account. Only a vendor user can update the assigned Assessment Owner. A vendor user can also remove an Assessment Owner.
Pro Tip: Double check email addresses for typos – having accurate contact info will keep the assessment process flowing. Bounced or incorrect emails can cause significant delays.
The right contact information keeps assessments moving smoothly and avoids delays!