You might need information or support from colleagues to complete the audit. Here’s how to make this a smooth experience and add other users to Insights.
Here are our tips to make this a smooth experience:
Review the sections so you can plan when you'll need their help.
If you need others to feed in, make sure you instead click 'save & close'.
Invite key colleagues onto the Insights and ask them to complete specific sections.
How do I add team members?
On the insights home page, on the right-hand side, you will see a button called ‘add users’. Select who it is you’d like to add and the level of permission you’d like to give them.
Manager: They can update company info, create surveys, edit company assessments and grant access to others.
Contributor: They can view everything on Insights: company info, surveys, reports and assessments.
You can also remove access at any point simply by clicking the delete icon next to their name.