Help

My registration has to be approved by a User Manager. How do I find out who that is?

Answer Raise a ticket and request support with registration.   Background The first user to register an organization account is granted User Manager permission. This permission is used to manage other users on the organization account. If you register on the platform and an organization account…

What is the option to 'Invite user to collaborate'?

Answer The 'Invite a user to collaborate' functionality allows you to add a colleague to the platform to complete the questionnaire.   Background When completing a questionnaire you may find a question that you do not know the answer to. The 'Invite user to collaborate' link allows a user to in…

How do I add a colleague to my organization?

Answer To add a colleague to the platform, select the hyperlink option to 'Add'.   Background If the user holds the User Manager permission on their account, they are able to manage the users that are registered on their account.Under the 'Manage users' link, the User Manager will be able to ad…

Can my colleague see and work on completing the questionnaire with me?

Answer Yes, but only if your colleague has the viewer user permission they can see a questionnaire that is assigned to you. To invite a colleague to collaborate on a questionnaire response with you, go to the ‘Invite user to collaborate’ option within the questionnaire.   Background A quest…

How does the request access to another organization process work?

Answer The request process works by our Support Team contacting the User Manager on the correct account on your behalf.   Background A user may have to request access to another organization for several reasons. These reasons may be that they are registered on the wrong organization, the user r…

Why am I being asked to provide evidence of my workplace for my access request?

Answer You could be asked to provide evidence of working for your company to allow your access to the platform, if a User Manager has not responded to emails regarding your access.   Background A user may have to request access to another organization for several reasons. These reasons may be t…

Why do I need to give my written confirmation that my details can be shared?

Answer You may be asked to give your written confirmation that your details can be shared so that we are able to move forward with your support request.   Background A user may have to request access to another organization for several reasons. These reasons may be that they are registered on t…

Why do I have to request access to another organization?

Answer You may have to request access to another organization if you have registered on the wrong location, or to get access to a specific DUNS number.   Background A user may have to request access to another organization for several reasons. These reasons may be that they are registered on th…

Why did my colleague not receive an email when I invited them to collaborate?

Answer Your colleague did not receive an email from the Invite to Collaborate option as they are already registered on the platform. Your colleague should raise a ticket through the 'My tickets option' to get further assistance.   Background When inviting a user to collaborate on a questionnai…

How do I disable a colleague on my organization's account?

Answer To disable a colleague to the platform, select the hyperlink option to 'Disable' on the user.   Background If the user holds the User Manager permission on their account, they are able to manage the users that are registered on their account.Under the 'Manage users' link, the User Manage…