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How do I stop a customer from accessing a questionnaire?

Answer

You can change the sharing status on a questionnaire at any time including revoking access to a questionnaire that you have previously given a customer access to on the platform.

Background

You control your data on the platform, including which customers have access to which questionnaires.

Steps

To review who has access to a questionnaire and/or to remove access, follow these steps:

  1. Sign in to your SUPPLIERASSURANCE account.
  2. On your 'Dashboard' find the questionnaire that you want to review access for (use filters and search if needed).
  3. Select the questionnaire tile to go to the questionnaire overview page.
  4. Click on the 'Sharing' tab underneath the questionnaire tile to view which customers the questionnaire is currently shared with and any pending requests for sharing.
  5. If you want to remove access for a customer, select the deny icon (marked as an 'X') on the right side of the sharing tile.
  6. Confirm your choice to deny the share when prompted (select 'Ok').
  7. Once actioned, the customer will no longer have access to the questionnaire.

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