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Managing OEM Access

Users can manage OEM access directly from an assessment's Access Tab . This feature allows users to provide OEMs with access to an assessment and its Executive Report, review who currently has access, revoke access when needed, and check the history of access updates.

This article will cover the following topics:

Providing OEM Access

  1. Navigate to the Questionnaires Module , click on the to the Active Assessments tab, and select the desired assessment as shown below.

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  2. Within the assessment, select the Access Tab .

    Managing_OEM_Access_1.png

  3. This will take you to the OEM Access Screen where you can review which OEMs can access this assessment and its Executive report. From here, select Provide Access as shown below.

    Managing_OEM_Access_2.png

  4. Then select one or more OEMs to provide access to. Review your selections and select Provide Access () to confirm the change.

    Managing_OEM_Access_3.png

  5. The OEM Access screen should now be updated and include all new OEMs with access to this assessment and its Executive Report.

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Note: Access is managed at the assessment level, which means sharing one assessment does not automatically share any others.

Revoking OEM Access

  1. Within an assessment select the Access Tab

    Managing_OEM_Access_1.png

  2. Select the Actions Menu next to the OEM whose access you want revoked, then select Remove Access.

    Managing_OEM_Access_5.png

  3. Select the Remove button to finalize the action. Now, that OEM will no longer have access to this assessment or its Executive Report.

    Managing_OEM_Access_6.png

Note: Removing access from one assessment does not remove access from any other assessments.

Bulk Revoke OEM Access

  1. Navigate back to an assessment's OEM Access Screen and select the checkbox icon and Bulk Revoke Access dropdown menu option.

    Managing_OEM_Access_7.png

  2. Select multiple OEMs to revoke access to, then select Revoke Access () to confirm.

    Managing_OEM_Access_8.png

  3. Select the Revoke Access button to finalize the action. Now, that OEM will not have access to this assessment or its Executive Report.

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Viewing OEM Access History

You can view a clear record of OEM access changes over time within an assessment’s History Tab. This history provides a useful audit trail and helps your team stay informed about how assessment access has been managed.

  1. Open an assessment and select the Overview tab.

    Managing_OEM_Access_9.png

  2. Select the History tab to view a history of OEM access being granted or revoked along with other actions relating to the assessment..

    Managing_OEM_Access_10.png