How to Edit Access to Assessment

Assessment access is determined by the designated Contacts in the record. 

Prerequisite: Make sure the contact is a user in C1Risk. See details to add users. 

Steps to change Access to Existing Assessment

1. Select the Assessment you need to change Access 

2. Go to the Detail subtab and select Edit in the Action Menu

3. Change the Primary Contact. 

4. Don't forget to Save your changes

Note: once the update is made, you can send a notification to the new primary contact. See details.