How do I add a Team Member to an assessment if I missed adding them to the Team?
You can add additional team members to an assessment and to the team on the 'Edit Assessment' page.
To get to the Edit Assessment page, begin with the Team Dashboard, where you’ll see the familiar view of the team(s) listed in Swim Lanes View. Hover over the icon for the team whose profile you want to see and click the blue pencil icon.
You will be taken to the Assessment Dashboard for the team you selected. To add a team member to a specific assessment, you will need to hover the correct assessment icon and click the blue pencil button.
Once on the Edit Assessment page, click on the 'Add Team Members'button and select, 'Add New Team Member'
A pop up window will appear. Click the blue Add New Team Member button to add a team member to the assessment.
Fill out the fields for the team member and click Save and Add New if you have more to add. If you are done adding team members, click Save and Close.
To send the survey to the team member(s) you added to the assessment, click on the green envelope icon associated with the team member in the team member listing.