Frequently Asked Questions

My account is locked. What should I do now?

When you have 3 unsuccessful login attempts, your account gets locked. However, it gets unlocked automatically after 10 mins. Please try again in 10 minutes.

How do I assign an assessment to my team members for answering?

When you receive an assessment/survey for answering, you can assign some questions to your team members for answering. Please click on this link for step-by-step instructions.

Can I re-assign my assessment/survey or change the ownership to someone else?

When you receive an assessment/survey for answering, you can re-assign it to your team member for answering. Please click on this link for step-by-step instructions.

How to message my partner regarding an assessment/survey I received?

When you receive an assessment/survey for answering, you can send external messages to your partner if needed. Please click on this link for step-by-step instructions.

How to change the recipient for an assessment/survey after publishing?

After you published an assessment/survey, you can change the recipient to another contact using the 'Change Recipient' feature. Please click on this link for step-by-step instructions.

How to mark an Issue as complete when responding?

When you publish a management update for an issue you received from your partner, you can change the issue status to 'Sent for Review".