Converting an Invited User to a Project Respondent

You can reassign an Invited Userrole to a Project Respondent role by editing the existing user in the application. This can provide flexibility to accommodate specific permissions needed to perform their respective job duties.
Note:

When the Allow Creating Invited Users setting is disabled in Global Settings, users recognized as net new will be created as a Project Respondent.

To reassign from Invited User to Project Respondent

  1. Click the Gear icon in the upper right-hand corner to access Global Settings.
    Note:

    Users will need the Settings permission to view and access the Gear icon.

  2. On the Global Settings menu, select User Management > Users.
    The Users screen appears.

  3. Click the link in the Name column for the user you want to reassign.
    The User Information tab on the User Details screen appears.
  4. Hover over the First Name field and click the Edit icon that appears.
    Editable fields become available.

  5. Complete the First Name and Last Name fields.
  6. Click the Save button.
  7. Click the Roles tab.
    Note:

    The user will not have roles assigned. This is expected behavior.



  8. Click the Add Role button.
    The Add Role modal appears.

  9. In the Role field, select Project Respondent.
  10. In the Organization field, select the organizational group in which the user will have the defined role.
  11. Click the Add button.
    Adding this role will send a Welcome to OneTrust email to the user.

To view assigned assessments as a Project Respondent

Note:

The steps in this section are optional. This section provides information on what the reassigned user will experience once the Welcome to OneTrust email is delivered.

Once a user has been assigned as a Project Respondent and receives the Welcome to OneTrust email, they can follow this procedure to view their assigned assessments.

  1. Click the Login button in the Welcome to OneTrust email.


  2. Enter and confirm a new password to create your account.


  3. Click the Submit button.
    The End User License Agreement appears.

  4. Click the Accept button to accept the End User License Agreement and log into the application.


  5. Click the Third-Party Risk Management tile to view assigned assessments.
    The application home screen will appear.