Inviting a Colleague to a Questionnaire in the Vendor Portal

Last updated: July 27, 2026

Introduction

If you need a colleague's help completing a questionnaire, you can give them direct access to the vendor portal yourself, without asking the requesting company to send a separate invitation.

Step-by-Step: Inviting a Colleague

  1. From the questionnaire portal, click + Invite next to your name at the top of the page.

  2. In the Add recipients field, enter your colleague's email address and click Add.

  3. Click Save to confirm.

Important Notes

Access scope: Adding a recipient grants them access to every questionnaire shared with your company by this requesting company across all assessments - not just the one you invited them from.

Removing access: You can't remove a recipient you've added yourself. Only the company that requested the assessment can remove someone's access - contact them directly if you need to revoke it.

FAQs

Question: Will my colleague be able to see other questionnaires, not just this one?

Answer: Yes. Granting portal access applies to every questionnaire shared with your company by this requesting company across all assessments, not just the one you added them from.

Question: Do I need the requesting company's permission to invite a colleague?

Answer: No. You can add recipients directly from the portal using + Invite - the requesting company doesn't need to do this for you.

Question: How do I remove a colleague's access once I've added them?

Answer: You can't remove access yourself once it's granted. Contact the company that requested the assessment and ask them to remove that person's access.