How do I add a Team Member to an existing team assessment if they are not on the team?
You can add additional Team Members to existing team assessments on the Edit Assessment page.
NOTE: If you need to add a Team Member to the team, as well as to an assessment, follow the below instructions to do both at once. Alternatively, you can add a Team Member to a team by editing the team from the Teams Dashboard, but this will not add them to any existing assessments.
To get to the Edit Assessment page, begin with the Teams Dashboard. Click on the avatar or name of the team whose assessment you wish to edit.
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 over 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. Be sure to pick the correct Role and Participant Groups/Tags, as those affect questions in some assessments and the filtering of results. You can choose a preferred language for the Team Members as well, for their assessment emails and questions.
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 assessment to the Team Member(s) you added to the assessment, click on the green envelope icon in the Team Member's row.